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 10-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 | $162,305 | $78,672+106.3% | $109,143+48.7% | $85,850+89.1% |
| Participation rate | 93.0% | 68.3%+24.7pp | 75.9%+17.1pp | 69.3%+23.7pp |
| Annual return | 25.18% | 25.09%+0.1pp | 25.75%-0.6pp | 318.53%-293.4pp |
| Employer contribution / active EE | $2,426 | $2,735-11.3% | $3,722-34.8% | $2,565-5.4% |
| Participant deferral / active EE | $6,773 | $3,467+95.3% | $4,653+45.5% | $3,952+71.4% |
| Admin fee / account holder | $9,865 | $5,469+80.4% | $6,752+46.1% | $6,260+57.6% |