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 | $187,520 | $101,724+84.3% | $164,813+13.8% | $80,856+131.9% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.3pp | 67.6%+25.2pp |
| Annual return | 14.43% | 16.72%-2.3pp | 69.93%-55.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $4,655 | $2,953+57.6% | $4,341+7.2% | $2,755+69.0% |
| Participant deferral / active EE | $7,875 | $4,477+75.9% | $6,031+30.6% | $4,296+83.3% |
| Admin fee / account holder | $11,146 | $8,227+35.5% | $12,690-12.2% | $6,918+61.1% |