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 | $171,721 | $94,031+82.6% | $115,768+48.3% | $82,448+108.3% |
| Participation rate | 82.9% | 70.4%+12.5pp | 74.4%+8.5pp | 68.1%+14.8pp |
| Annual return | 20.75% | 20.61%+0.1pp | 100.46%-79.7pp | 41.64%-20.9pp |
| Employer contribution / active EE | $7,747 | $2,323+233.5% | $2,940+163.5% | $2,551+203.7% |
| Participant deferral / active EE | $4,537 | $3,972+14.2% | $4,917-7.7% | $4,139+9.6% |
| Admin fee / account holder | $3,991 | $10,249-61.1% | $12,439-67.9% | $7,234-44.8% |