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 | $170,560 | $118,450+44.0% | $98,439+73.3% | $139,434+22.3% |
| Participation rate | 90.9% | 77.4%+13.5pp | 75.2%+15.7pp | 80.3%+10.6pp |
| Annual return | 19.13% | 18.94%+0.2pp | 21.16%-2.0pp | 372.94%-353.8pp |
| Employer contribution / active EE | $4,375 | $3,609+21.2% | $3,048+43.6% | $4,751-7.9% |
| Participant deferral / active EE | $11,414 | $5,392+111.7% | $4,738+140.9% | $6,710+70.1% |
| Admin fee / account holder | $6,130 | $14,026-56.3% | $8,948-31.5% | $11,403-46.2% |