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 | $164,119 | $94,625+73.4% | $116,228+41.2% | $84,808+93.5% |
| Participation rate | 86.5% | 70.4%+16.0pp | 74.6%+11.9pp | 68.3%+18.2pp |
| Annual return | 17.35% | 20.40%-3.1pp | 90.06%-72.7pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,373 | $2,347+43.7% | $2,994+12.6% | $2,631+28.2% |
| Participant deferral / active EE | $6,630 | $3,972+66.9% | $4,953+33.9% | $4,212+57.4% |
| Admin fee / account holder | $45,379 | $10,091+349.7% | $11,989+278.5% | $7,344+517.9% |