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 | $161,750 | $109,413+47.8% | $156,263+3.5% | $84,808+90.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.81% | 20.18%-4.4pp | 59.47%-43.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $5,878 | $2,907+102.2% | $4,333+35.7% | $2,631+123.4% |
| Participant deferral / active EE | $11,040 | $4,590+140.5% | $6,158+79.3% | $4,212+162.1% |
| Admin fee / account holder | $13,112 | $9,357+40.1% | $14,255-8.0% | $7,344+78.5% |