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 | $177,943 | $113,339+57.0% | $94,993+87.3% | $147,584+20.6% |
| Participation rate | 87.5% | 78.0%+9.5pp | 73.9%+13.6pp | 82.8%+4.7pp |
| Annual return | 11.96% | 20.77%-8.8pp | 27.12%-15.2pp | 578.55%-566.6pp |
| Employer contribution / active EE | $3,163 | $3,160+0.1% | $2,603+21.5% | $4,876-35.1% |
| Participant deferral / active EE | $5,755 | $3,777+52.4% | $3,317+73.5% | $5,439+5.8% |
| Admin fee / account holder | $15,633 | $6,063+157.9% | $4,960+215.2% | $10,885+43.6% |