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 | $181,460 | $94,625+91.8% | $116,228+56.1% | $84,808+114.0% |
| Participation rate | 78.3% | 70.4%+7.8pp | 74.6%+3.7pp | 68.3%+9.9pp |
| Annual return | 22.54% | 20.40%+2.1pp | 90.06%-67.5pp | 40.90%-18.4pp |
| Employer contribution / active EE | $4,272 | $2,347+82.1% | $2,994+42.7% | $2,631+62.4% |
| Participant deferral / active EE | $6,109 | $3,972+53.8% | $4,953+23.3% | $4,212+45.1% |
| Admin fee / account holder | $15,908 | $10,091+57.6% | $11,989+32.7% | $7,344+116.6% |