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 5-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 | $158,900 | $77,503+105.0% | $100,391+58.3% | $80,856+96.5% |
| Participation rate | 92.0% | 76.9%+15.1pp | 81.5%+10.5pp | 67.6%+24.4pp |
| Annual return | 13.84% | 37.20%-23.4pp | 49.20%-35.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $6,353 | $2,801+126.8% | $3,942+61.2% | $2,755+130.6% |
| Participant deferral / active EE | $9,247 | $6,820+35.6% | $8,082+14.4% | $4,296+115.3% |
| Admin fee / account holder | $10,011 | $5,897+69.8% | $7,899+26.7% | $6,918+44.7% |