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 | $183,797 | $109,413+68.0% | $156,263+17.6% | $84,808+116.7% |
| Participation rate | 94.8% | 72.7%+22.2pp | 78.9%+15.9pp | 68.3%+26.5pp |
| Annual return | 19.98% | 20.18%-0.2pp | 59.47%-39.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $5,256 | $2,907+80.8% | $4,333+21.3% | $2,631+99.8% |
| Participant deferral / active EE | $9,031 | $4,590+96.8% | $6,158+46.7% | $4,212+114.4% |
| Admin fee / account holder | $15,008 | $9,357+60.4% | $14,255+5.3% | $7,344+104.4% |