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 | $150,460 | $94,625+59.0% | $116,228+29.5% | $84,808+77.4% |
| Participation rate | 98.1% | 70.4%+27.7pp | 74.6%+23.6pp | 68.3%+29.8pp |
| Annual return | 12.65% | 20.40%-7.8pp | 90.06%-77.4pp | 40.90%-28.3pp |
| Employer contribution / active EE | $5,477 | $2,347+133.4% | $2,994+82.9% | $2,631+108.2% |
| Participant deferral / active EE | $8,320 | $3,972+109.5% | $4,953+68.0% | $4,212+97.5% |
| Admin fee / account holder | $12,226 | $10,091+21.2% | $11,989+2.0% | $7,344+66.5% |