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 | $145,902 | $89,355+63.3% | $141,162+3.4% | $72,985+99.9% |
| Participation rate | 91.8% | 75.1%+16.7pp | 82.5%+9.4pp | 69.5%+22.4pp |
| Annual return | 20.27% | 111.85%-91.6pp | 71.39%-51.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $8,893 | $3,114+185.5% | $4,735+87.8% | $2,440+264.5% |
| Participant deferral / active EE | $6,642 | $5,418+22.6% | $6,709-1.0% | $3,607+84.1% |
| Admin fee / account holder | $13,338 | $5,958+123.9% | $10,261+30.0% | $5,124+160.3% |