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 | $159,097 | $67,606+135.3% | $82,313+93.3% | $70,131+126.9% |
| Participation rate | 92.5% | 72.8%+19.8pp | 76.9%+15.6pp | 69.5%+23.0pp |
| Annual return | 13.74% | 21.57%-7.8pp | 25.88%-12.1pp | 73.14%-59.4pp |
| Employer contribution / active EE | $3,731 | $1,755+112.6% | $2,428+53.7% | $2,342+59.3% |
| Participant deferral / active EE | $5,434 | $2,987+81.9% | $3,706+46.6% | $3,332+63.1% |
| Admin fee / account holder | $9,479 | $4,512+110.1% | $5,608+69.0% | $4,645+104.1% |