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 6-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 | $156,925 | $87,013+80.3% | $106,213+47.7% | $80,856+94.1% |
| Participation rate | 98.2% | 70.4%+27.8pp | 75.3%+22.9pp | 67.6%+30.6pp |
| Annual return | 19.00% | 17.05%+2.0pp | 116.14%-97.1pp | 35.59%-16.6pp |
| Employer contribution / active EE | $10,813 | $2,395+351.5% | $3,171+241.0% | $2,755+292.5% |
| Participant deferral / active EE | $26,468 | $3,986+564.0% | $5,016+427.7% | $4,296+516.1% |
| Admin fee / account holder | $18,970 | $8,431+125.0% | $11,033+71.9% | $6,918+174.2% |