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 | $174,151 | $94,625+84.0% | $116,228+49.8% | $84,808+105.3% |
| Participation rate | 83.3% | 70.4%+12.9pp | 74.6%+8.8pp | 68.3%+15.0pp |
| Annual return | 17.23% | 20.40%-3.2pp | 90.06%-72.8pp | 40.90%-23.7pp |
| Employer contribution / active EE | $4,291 | $2,347+82.9% | $2,994+43.3% | $2,631+63.1% |
| Participant deferral / active EE | $14,468 | $3,972+264.3% | $4,953+192.1% | $4,212+243.5% |
| Admin fee / account holder | $17,770 | $10,091+76.1% | $11,989+48.2% | $7,344+142.0% |