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 | $155,648 | $109,413+42.3% | $156,263-0.4% | $84,808+83.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 16.51% | 20.18%-3.7pp | 59.47%-43.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $13,986 | $2,907+381.1% | $4,333+222.8% | $2,631+431.6% |
| Participant deferral / active EE | $8,922 | $4,590+94.4% | $6,158+44.9% | $4,212+111.9% |
| Admin fee / account holder | $39,290 | $9,357+319.9% | $14,255+175.6% | $7,344+435.0% |