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 | $182,598 | $109,881+66.2% | $150,045+21.7% | $84,808+115.3% |
| Participation rate | 98.1% | 76.1%+22.1pp | 82.3%+15.8pp | 68.3%+29.8pp |
| Annual return | 15.18% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $9,734 | $3,561+173.3% | $4,693+107.4% | $2,631+270.0% |
| Participant deferral / active EE | $9,091 | $6,636+37.0% | $7,997+13.7% | $4,212+115.9% |
| Admin fee / account holder | $16,938 | $8,568+97.7% | $13,435+26.1% | $7,344+130.6% |