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 | $182,597 | $109,359+67.0% | $162,163+12.6% | $72,985+150.2% |
| Participation rate | 96.0% | 84.3%+11.7pp | 87.6%+8.4pp | 69.5%+26.5pp |
| Annual return | 19.54% | 25.46%-5.9pp | 115.59%-96.1pp | 81.00%-61.5pp |
| Employer contribution / active EE | $5,212 | $3,907+33.4% | $5,614-7.2% | $2,440+113.6% |
| Participant deferral / active EE | $6,413 | $5,481+17.0% | $7,298-12.1% | $3,607+77.8% |
| Admin fee / account holder | $31,301 | $7,972+292.6% | $10,843+188.7% | $5,124+510.8% |