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 | $171,945 | $94,625+81.7% | $116,228+47.9% | $84,808+102.7% |
| Participation rate | 97.0% | 70.4%+26.5pp | 74.6%+22.4pp | 68.3%+28.7pp |
| Annual return | 16.27% | 20.40%-4.1pp | 90.06%-73.8pp | 40.90%-24.6pp |
| Employer contribution / active EE | $7,537 | $2,347+221.2% | $2,994+151.7% | $2,631+186.5% |
| Participant deferral / active EE | $11,515 | $3,972+189.9% | $4,953+132.5% | $4,212+173.4% |
| Admin fee / account holder | $9,913 | $10,091-1.8% | $11,989-17.3% | $7,344+35.0% |