See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,575 | $138,347+54.4% | $184,203+15.9% | $80,856+164.1% |
| Participation rate | 96.3% | 83.9%+12.4pp | 86.8%+9.5pp | 67.6%+28.7pp |
| Annual return | 15.90% | 20.02%-4.1pp | 28.81%-12.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $16,277 | $4,850+235.6% | $6,427+153.3% | $2,755+490.8% |
| Participant deferral / active EE | $19,791 | $7,071+179.9% | $9,131+116.7% | $4,296+360.7% |
| Admin fee / account holder | $4,467 | $10,483-57.4% | $13,901-67.9% | $6,918-35.4% |