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 | $170,965 | $73,933+131.2% | $96,683+76.8% | $75,163+127.5% |
| Participation rate | 81.5% | 66.4%+15.1pp | 74.3%+7.2pp | 67.2%+14.3pp |
| Annual return | 19.59% | 26.70%-7.1pp | 35.69%-16.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $4,002 | $2,928+36.7% | $3,737+7.1% | $2,670+49.9% |
| Participant deferral / active EE | $9,591 | $3,659+162.1% | $4,878+96.6% | $4,125+132.5% |
| Admin fee / account holder | $10,983 | $5,216+110.6% | $6,730+63.2% | $5,651+94.4% |