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 7-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 | $166,943 | $80,717+106.8% | $154,803+7.8% | $84,808+96.8% |
| Participation rate | 96.4% | 66.8%+29.6pp | 78.1%+18.3pp | 68.3%+28.1pp |
| Annual return | 35.17% | 37.96%-2.8pp | 58.88%-23.7pp | 40.90%-5.7pp |
| Employer contribution / active EE | $4,971 | $2,761+80.0% | $4,305+15.4% | $2,631+88.9% |
| Participant deferral / active EE | $5,642 | $3,303+70.8% | $5,540+1.8% | $4,212+34.0% |
| Admin fee / account holder | $11,910 | $6,746+76.6% | $14,329-16.9% | $7,344+62.2% |