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 5-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 | $149,354 | $92,985+60.6% | $153,485-2.7% | $80,856+84.7% |
| Participation rate | 97.5% | 69.0%+28.5pp | 77.1%+20.4pp | 67.6%+29.9pp |
| Annual return | 14.87% | 19.95%-5.1pp | 15.65%-0.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $12,179 | $3,507+247.2% | $5,039+141.7% | $2,755+342.1% |
| Participant deferral / active EE | $20,507 | $5,178+296.1% | $6,757+203.5% | $4,296+377.4% |
| Admin fee / account holder | $38,170 | $8,880+329.8% | $12,724+200.0% | $6,918+451.7% |