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 | $136,112 | $45,035+202.2% | $62,995+116.1% | $70,131+94.1% |
| Participation rate | 97.5% | 69.5%+28.0pp | 74.8%+22.7pp | 69.5%+28.0pp |
| Annual return | 14.92% | 18.76%-3.8pp | 87.57%-72.7pp | 73.14%-58.2pp |
| Employer contribution / active EE | $16,759 | $2,051+717.0% | $2,759+507.5% | $2,342+615.5% |
| Participant deferral / active EE | $4,326 | $2,465+75.5% | $3,329+29.9% | $3,332+29.8% |
| Admin fee / account holder | $5,532 | $2,834+95.2% | $3,600+53.7% | $4,645+19.1% |