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 | $109,395 | $89,355+22.4% | $141,162-22.5% | $72,985+49.9% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.5%+15.7pp | 69.5%+28.7pp |
| Annual return | 23.11% | 111.85%-88.7pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $6,846 | $3,114+119.8% | $4,735+44.6% | $2,440+180.6% |
| Participant deferral / active EE | $5,259 | $5,418-2.9% | $6,709-21.6% | $3,607+45.8% |
| Admin fee / account holder | $20,503 | $5,958+244.1% | $10,261+99.8% | $5,124+300.1% |