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 | $182,496 | $95,803+90.5% | $113,168+61.3% | $84,808+115.2% |
| Participation rate | 98.2% | 72.9%+25.3pp | 76.6%+21.6pp | 68.3%+29.9pp |
| Annual return | 17.01% | 25.00%-8.0pp | 24.27%-7.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $4,659 | $2,360+97.4% | $2,975+56.6% | $2,631+77.1% |
| Participant deferral / active EE | $8,946 | $4,242+110.9% | $5,107+75.2% | $4,212+112.4% |
| Admin fee / account holder | $16,679 | $8,989+85.6% | $12,068+38.2% | $7,344+127.1% |