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 | $179,736 | $73,933+143.1% | $96,683+85.9% | $75,163+139.1% |
| Participation rate | 83.3% | 66.4%+16.9pp | 74.3%+9.0pp | 67.2%+16.1pp |
| Annual return | 23.60% | 26.70%-3.1pp | 35.69%-12.1pp | 160.62%-137.0pp |
| Employer contribution / active EE | $5,442 | $2,928+85.9% | $3,737+45.6% | $2,670+103.8% |
| Participant deferral / active EE | $13,591 | $3,659+271.5% | $4,878+178.6% | $4,125+229.5% |
| Admin fee / account holder | $17,975 | $5,216+244.6% | $6,730+167.1% | $5,651+218.1% |