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 | $141,430 | $79,944+76.9% | $98,439+43.7% | $75,163+88.2% |
| Participation rate | 97.4% | 70.4%+27.0pp | 75.2%+22.2pp | 67.2%+30.2pp |
| Annual return | 14.87% | 19.75%-4.9pp | 21.16%-6.3pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,659 | $2,264+17.5% | $3,048-12.8% | $2,670-0.4% |
| Participant deferral / active EE | $6,405 | $3,752+70.7% | $4,738+35.2% | $4,125+55.3% |
| Admin fee / account holder | $28,712 | $6,840+319.8% | $8,948+220.9% | $5,651+408.1% |