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 | $170,516 | $74,927+127.6% | $101,794+67.5% | $84,808+101.1% |
| Participation rate | 97.0% | 61.4%+35.6pp | 69.2%+27.8pp | 68.3%+28.7pp |
| Annual return | 14.91% | 18.70%-3.8pp | 30.53%-15.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,531 | $1,522+132.0% | $2,289+54.3% | $2,631+34.2% |
| Participant deferral / active EE | $9,005 | $3,099+190.6% | $4,084+120.5% | $4,212+113.8% |
| Admin fee / account holder | $6,454 | $6,514-0.9% | $8,777-26.5% | $7,344-12.1% |