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 | $156,546 | $94,625+65.4% | $116,228+34.7% | $84,808+84.6% |
| Participation rate | 80.6% | 70.4%+10.1pp | 74.6%+6.0pp | 68.3%+12.3pp |
| Annual return | 14.68% | 20.40%-5.7pp | 90.06%-75.4pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,899 | $2,347+66.2% | $2,994+30.2% | $2,631+48.2% |
| Participant deferral / active EE | $6,694 | $3,972+68.5% | $4,953+35.1% | $4,212+58.9% |
| Admin fee / account holder | $17,583 | $10,091+74.2% | $11,989+46.7% | $7,344+139.4% |