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 | $150,205 | $109,359+37.4% | $162,163-7.4% | $72,985+105.8% |
| Participation rate | 88.0% | 84.3%+3.7pp | 87.6%+0.4pp | 69.5%+18.5pp |
| Annual return | 28.39% | 25.46%+2.9pp | 115.59%-87.2pp | 81.00%-52.6pp |
| Employer contribution / active EE | $6,198 | $3,907+58.6% | $5,614+10.4% | $2,440+154.0% |
| Participant deferral / active EE | $13,525 | $5,481+146.8% | $7,298+85.3% | $3,607+274.9% |
| Admin fee / account holder | $786 | $7,972-90.1% | $10,843-92.8% | $5,124-84.7% |