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 | $159,765 | $115,770+38.0% | $101,248+57.8% | $158,922+0.5% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 23.28% | 56.14%-32.9pp | 46.47%-23.2pp | 302.83%-279.5pp |
| Employer contribution / active EE | $5,294 | $4,175+26.8% | $3,660+44.7% | $4,761+11.2% |
| Participant deferral / active EE | $11,737 | $4,957+136.8% | $4,370+168.6% | $5,982+96.2% |
| Admin fee / account holder | $14,510 | $7,245+100.3% | $5,945+144.1% | $11,246+29.0% |