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 | $183,401 | $94,625+93.8% | $116,228+57.8% | $84,808+116.3% |
| Participation rate | 90.5% | 70.4%+20.0pp | 74.6%+15.9pp | 68.3%+22.2pp |
| Annual return | 17.53% | 20.40%-2.9pp | 90.06%-72.5pp | 40.90%-23.4pp |
| Employer contribution / active EE | $11,327 | $2,347+382.7% | $2,994+278.3% | $2,631+330.5% |
| Participant deferral / active EE | $7,179 | $3,972+80.8% | $4,953+44.9% | $4,212+70.5% |
| Admin fee / account holder | $16,044 | $10,091+59.0% | $11,989+33.8% | $7,344+118.5% |