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 | $130,663 | $94,625+38.1% | $116,228+12.4% | $84,808+54.1% |
| Participation rate | 97.1% | 70.4%+26.7pp | 74.6%+22.6pp | 68.3%+28.8pp |
| Annual return | 13.74% | 20.40%-6.7pp | 90.06%-76.3pp | 40.90%-27.2pp |
| Employer contribution / active EE | $4,545 | $2,347+93.7% | $2,994+51.8% | $2,631+72.7% |
| Participant deferral / active EE | $7,888 | $3,972+98.6% | $4,953+59.3% | $4,212+87.3% |
| Admin fee / account holder | $37,490 | $10,091+271.5% | $11,989+212.7% | $7,344+410.5% |