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 | $145,715 | $94,625+54.0% | $116,228+25.4% | $84,808+71.8% |
| Participation rate | 81.0% | 70.4%+10.5pp | 74.6%+6.4pp | 68.3%+12.6pp |
| Annual return | 16.65% | 20.40%-3.8pp | 90.06%-73.4pp | 40.90%-24.2pp |
| Employer contribution / active EE | $4,066 | $2,347+73.3% | $2,994+35.8% | $2,631+54.5% |
| Participant deferral / active EE | $5,506 | $3,972+38.6% | $4,953+11.2% | $4,212+30.7% |
| Admin fee / account holder | $17,718 | $10,091+75.6% | $11,989+47.8% | $7,344+141.3% |