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 | $167,428 | $70,475+137.6% | $100,516+66.6% | $79,858+109.7% |
| Participation rate | 92.6% | 73.7%+18.9pp | 79.4%+13.2pp | 69.6%+23.0pp |
| Annual return | 13.34% | 21.90%-8.6pp | 30.89%-17.5pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,999 | $2,165+38.6% | $3,418-12.2% | $2,471+21.4% |
| Participant deferral / active EE | $6,812 | $5,181+31.5% | $6,270+8.7% | $3,740+82.1% |
| Admin fee / account holder | $10,909 | $4,478+143.6% | $8,081+35.0% | $5,306+105.6% |