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 | $173,374 | $109,413+58.5% | $156,263+10.9% | $84,808+104.4% |
| Participation rate | 94.7% | 72.7%+22.0pp | 78.9%+15.8pp | 68.3%+26.4pp |
| Annual return | 13.64% | 20.18%-6.5pp | 59.47%-45.8pp | 40.90%-27.3pp |
| Employer contribution / active EE | $6,093 | $2,907+109.6% | $4,333+40.6% | $2,631+131.6% |
| Participant deferral / active EE | $6,168 | $4,590+34.4% | $6,158+0.2% | $4,212+46.5% |
| Admin fee / account holder | $25,619 | $9,357+173.8% | $14,255+79.7% | $7,344+248.9% |