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 | $167,243 | $109,881+52.2% | $150,045+11.5% | $84,808+97.2% |
| Participation rate | 93.5% | 76.1%+17.4pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 15.65% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,986 | $3,561+40.0% | $4,693+6.2% | $2,631+89.5% |
| Participant deferral / active EE | $11,943 | $6,636+80.0% | $7,997+49.3% | $4,212+183.6% |
| Admin fee / account holder | $10,208 | $8,568+19.1% | $13,435-24.0% | $7,344+39.0% |