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 | $147,671 | $109,359+35.0% | $162,163-8.9% | $72,985+102.3% |
| Participation rate | 94.3% | 84.3%+10.1pp | 87.6%+6.8pp | 69.5%+24.9pp |
| Annual return | 23.40% | 25.46%-2.1pp | 115.59%-92.2pp | 81.00%-57.6pp |
| Employer contribution / active EE | $7,523 | $3,907+92.5% | $5,614+34.0% | $2,440+208.3% |
| Participant deferral / active EE | $15,840 | $5,481+189.0% | $7,298+117.0% | $3,607+339.1% |
| Admin fee / account holder | $695 | $7,972-91.3% | $10,843-93.6% | $5,124-86.4% |