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 | $168,169 | $110,094+52.7% | $151,611+10.9% | $68,494+145.5% |
| Participation rate | 93.8% | 84.0%+9.8pp | 87.5%+6.3pp | 67.9%+25.9pp |
| Annual return | 14.95% | -10.12%+25.1pp | 3.33%+11.6pp | -7.84%+22.8pp |
| Employer contribution / active EE | $7,868 | $4,471+76.0% | $6,166+27.6% | $2,596+203.1% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $19,764 | $7,719+156.1% | $11,616+70.1% | $5,403+265.8% |