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 | $140,065 | $72,277+93.8% | $101,248+38.3% | $79,858+75.4% |
| Participation rate | 97.6% | 68.5%+29.1pp | 75.8%+21.8pp | 69.6%+27.9pp |
| Annual return | 16.80% | 22.30%-5.5pp | 46.47%-29.7pp | 31.71%-14.9pp |
| Employer contribution / active EE | $5,422 | $2,692+101.5% | $3,660+48.2% | $2,471+119.5% |
| Participant deferral / active EE | $11,123 | $3,282+238.9% | $4,370+154.5% | $3,740+197.4% |
| Admin fee / account holder | $30,145 | $4,400+585.1% | $5,945+407.0% | $5,306+468.1% |