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 | $174,265 | $94,625+84.2% | $116,228+49.9% | $84,808+105.5% |
| Participation rate | 93.9% | 70.4%+23.5pp | 74.6%+19.4pp | 68.3%+25.6pp |
| Annual return | 12.80% | 20.40%-7.6pp | 90.06%-77.3pp | 40.90%-28.1pp |
| Employer contribution / active EE | $6,378 | $2,347+171.8% | $2,994+113.0% | $2,631+142.4% |
| Participant deferral / active EE | $8,868 | $3,972+123.3% | $4,953+79.0% | $4,212+110.6% |
| Admin fee / account holder | $86,648 | $10,091+758.6% | $11,989+622.7% | $7,344+1079.9% |