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 | $158,575 | $94,625+67.6% | $116,228+36.4% | $84,808+87.0% |
| Participation rate | 98.9% | 70.4%+28.4pp | 74.6%+24.3pp | 68.3%+30.5pp |
| Annual return | 19.39% | 20.40%-1.0pp | 90.06%-70.7pp | 40.90%-21.5pp |
| Employer contribution / active EE | $4,490 | $2,347+91.3% | $2,994+49.9% | $2,631+70.7% |
| Participant deferral / active EE | $10,454 | $3,972+163.2% | $4,953+111.1% | $4,212+148.2% |
| Admin fee / account holder | $16,672 | $10,091+65.2% | $11,989+39.1% | $7,344+127.0% |