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 | $167,061 | $109,413+52.7% | $156,263+6.9% | $84,808+97.0% |
| Participation rate | 97.7% | 72.7%+25.0pp | 78.9%+18.8pp | 68.3%+29.4pp |
| Annual return | 15.07% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,896 | $2,907+34.0% | $4,333-10.1% | $2,631+48.1% |
| Participant deferral / active EE | $9,149 | $4,590+99.3% | $6,158+48.6% | $4,212+117.2% |
| Admin fee / account holder | $39,401 | $9,357+321.1% | $14,255+176.4% | $7,344+436.5% |