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 | $184,466 | $109,881+67.9% | $150,045+22.9% | $84,808+117.5% |
| Participation rate | 97.2% | 76.1%+21.1pp | 82.3%+14.9pp | 68.3%+28.9pp |
| Annual return | 16.41% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $4,288 | $3,561+20.4% | $4,693-8.6% | $2,631+63.0% |
| Participant deferral / active EE | $11,737 | $6,636+76.9% | $7,997+46.8% | $4,212+178.7% |
| Admin fee / account holder | $12,407 | $8,568+44.8% | $13,435-7.6% | $7,344+68.9% |