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 | $172,702 | $101,724+69.8% | $164,813+4.8% | $80,856+113.6% |
| Participation rate | 97.3% | 71.8%+25.5pp | 78.6%+18.7pp | 67.6%+29.7pp |
| Annual return | 14.11% | 16.72%-2.6pp | 69.93%-55.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $5,083 | $2,953+72.1% | $4,341+17.1% | $2,755+84.5% |
| Participant deferral / active EE | $3,377 | $4,477-24.6% | $6,031-44.0% | $4,296-21.4% |
| Admin fee / account holder | $961 | $8,227-88.3% | $12,690-92.4% | $6,918-86.1% |