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 | $189,740 | $72,277+162.5% | $101,248+87.4% | $79,858+137.6% |
| Participation rate | 88.4% | 68.5%+19.9pp | 75.8%+12.6pp | 69.6%+18.8pp |
| Annual return | 12.92% | 22.30%-9.4pp | 46.47%-33.6pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,751 | $2,692+2.2% | $3,660-24.8% | $2,471+11.3% |
| Participant deferral / active EE | $7,623 | $3,282+132.3% | $4,370+74.4% | $3,740+103.8% |
| Admin fee / account holder | $1,120 | $4,400-74.5% | $5,945-81.2% | $5,306-78.9% |