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 | $165,178 | $74,927+120.5% | $101,794+62.3% | $84,808+94.8% |
| Participation rate | 95.5% | 61.4%+34.1pp | 69.2%+26.3pp | 68.3%+27.1pp |
| Annual return | 16.59% | 18.70%-2.1pp | 30.53%-13.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,780 | $1,522+148.4% | $2,289+65.1% | $2,631+43.7% |
| Participant deferral / active EE | $7,734 | $3,099+149.5% | $4,084+89.4% | $4,212+83.6% |
| Admin fee / account holder | $15,776 | $6,514+142.2% | $8,777+79.7% | $7,344+114.8% |