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 | $161,373 | $63,346+154.7% | $92,233+75.0% | $70,131+130.1% |
| Participation rate | 98.6% | 68.7%+30.0pp | 76.5%+22.1pp | 69.5%+29.1pp |
| Annual return | 14.18% | 530.12%-515.9pp | 176.28%-162.1pp | 73.14%-59.0pp |
| Employer contribution / active EE | $2,711 | $2,471+9.7% | $3,679-26.3% | $2,342+15.7% |
| Participant deferral / active EE | $2,625 | $2,854-8.0% | $3,897-32.6% | $3,332-21.2% |
| Admin fee / account holder | $2,851 | $3,840-25.8% | $5,194-45.1% | $4,645-38.6% |