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 | $172,437 | $94,625+82.2% | $116,228+48.4% | $84,808+103.3% |
| Participation rate | 85.5% | 70.4%+15.1pp | 74.6%+11.0pp | 68.3%+17.2pp |
| Annual return | 17.93% | 20.40%-2.5pp | 90.06%-72.1pp | 40.90%-23.0pp |
| Employer contribution / active EE | $5,590 | $2,347+138.2% | $2,994+86.7% | $2,631+112.5% |
| Participant deferral / active EE | $6,380 | $3,972+60.6% | $4,953+28.8% | $4,212+51.5% |
| Admin fee / account holder | $23,117 | $10,091+129.1% | $11,989+92.8% | $7,344+214.8% |