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 | $155,523 | $101,724+52.9% | $164,813-5.6% | $80,856+92.3% |
| Participation rate | 96.7% | 71.8%+24.9pp | 78.6%+18.1pp | 67.6%+29.1pp |
| Annual return | 13.64% | 16.72%-3.1pp | 69.93%-56.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $4,938 | $2,953+67.2% | $4,341+13.7% | $2,755+79.2% |
| Participant deferral / active EE | $6,201 | $4,477+38.5% | $6,031+2.8% | $4,296+44.4% |
| Admin fee / account holder | $4,161 | $8,227-49.4% | $12,690-67.2% | $6,918-39.8% |