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 5-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 | $180,223 | $80,717+123.3% | $154,803+16.4% | $84,808+112.5% |
| Participation rate | 97.3% | 66.8%+30.5pp | 78.1%+19.2pp | 68.3%+29.0pp |
| Annual return | 14.02% | 37.96%-23.9pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $5,911 | $2,761+114.1% | $4,305+37.3% | $2,631+124.7% |
| Participant deferral / active EE | $5,941 | $3,303+79.9% | $5,540+7.2% | $4,212+41.1% |
| Admin fee / account holder | $45,116 | $6,746+568.8% | $14,329+214.9% | $7,344+514.3% |