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 8-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 | $144,575 | $78,926+83.2% | $136,749+5.7% | $84,808+70.5% |
| Participation rate | 96.4% | 62.2%+34.3pp | 72.1%+24.3pp | 68.3%+28.1pp |
| Annual return | 15.69% | 18.17%-2.5pp | 24.33%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $6,146 | $2,134+188.0% | $3,400+80.8% | $2,631+133.6% |
| Participant deferral / active EE | $8,194 | $3,168+158.6% | $4,692+74.6% | $4,212+94.6% |
| Admin fee / account holder | $17,205 | $6,369+170.1% | $11,386+51.1% | $7,344+134.3% |