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 | $181,782 | $108,825+67.0% | $156,181+16.4% | $82,448+120.5% |
| Participation rate | 96.4% | 72.4%+24.1pp | 78.8%+17.6pp | 68.1%+28.4pp |
| Annual return | 15.93% | 20.59%-4.7pp | 64.87%-48.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $5,313 | $2,870+85.1% | $4,294+23.7% | $2,551+108.3% |
| Participant deferral / active EE | $13,000 | $4,577+184.0% | $6,132+112.0% | $4,139+214.1% |
| Admin fee / account holder | $20,091 | $9,341+115.1% | $14,586+37.7% | $7,234+177.7% |