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 | $177,567 | $94,625+87.7% | $116,228+52.8% | $84,808+109.4% |
| Participation rate | 85.4% | 70.4%+15.0pp | 74.6%+10.9pp | 68.3%+17.1pp |
| Annual return | 20.59% | 20.40%+0.2pp | 90.06%-69.5pp | 40.90%-20.3pp |
| Employer contribution / active EE | $5,029 | $2,347+114.3% | $2,994+67.9% | $2,631+91.1% |
| Participant deferral / active EE | $5,807 | $3,972+46.2% | $4,953+17.2% | $4,212+37.9% |
| Admin fee / account holder | $3,381 | $10,091-66.5% | $11,989-71.8% | $7,344-54.0% |