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 | $167,597 | $89,355+87.6% | $141,162+18.7% | $72,985+129.6% |
| Participation rate | 92.2% | 75.1%+17.0pp | 82.5%+9.7pp | 69.5%+22.7pp |
| Annual return | 22.57% | 111.85%-89.3pp | 71.39%-48.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $3,869 | $3,114+24.2% | $4,735-18.3% | $2,440+58.6% |
| Participant deferral / active EE | $10,187 | $5,418+88.0% | $6,709+51.8% | $3,607+182.4% |
| Admin fee / account holder | $1,966 | $5,958-67.0% | $10,261-80.8% | $5,124-61.6% |