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 | $167,934 | $63,355+165.1% | $91,989+82.6% | $72,985+130.1% |
| Participation rate | 84.6% | 72.5%+12.1pp | 78.6%+6.0pp | 69.5%+15.1pp |
| Annual return | 22.76% | 35.35%-12.6pp | 69.02%-46.3pp | 81.00%-58.2pp |
| Employer contribution / active EE | $3,720 | $2,116+75.8% | $3,452+7.8% | $2,440+52.5% |
| Participant deferral / active EE | $11,380 | $4,883+133.1% | $5,923+92.1% | $3,607+215.5% |
| Admin fee / account holder | $1,568 | $4,668-66.4% | $7,743-79.7% | $5,124-69.4% |