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 | $182,214 | $109,881+65.8% | $150,045+21.4% | $84,808+114.9% |
| Participation rate | 91.9% | 76.1%+15.8pp | 82.3%+9.6pp | 68.3%+23.6pp |
| Annual return | 24.29% | 28.25%-4.0pp | 62.55%-38.3pp | 40.90%-16.6pp |
| Employer contribution / active EE | $5,561 | $3,561+56.2% | $4,693+18.5% | $2,631+111.4% |
| Participant deferral / active EE | $14,579 | $6,636+119.7% | $7,997+82.3% | $4,212+246.2% |
| Admin fee / account holder | $507 | $8,568-94.1% | $13,435-96.2% | $7,344-93.1% |