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 | $134,350 | $94,625+42.0% | $116,228+15.6% | $84,808+58.4% |
| Participation rate | 97.0% | 70.4%+26.5pp | 74.6%+22.4pp | 68.3%+28.7pp |
| Annual return | 14.73% | 20.40%-5.7pp | 90.06%-75.3pp | 40.90%-26.2pp |
| Employer contribution / active EE | $5,353 | $2,347+128.1% | $2,994+78.8% | $2,631+103.5% |
| Participant deferral / active EE | $12,223 | $3,972+207.7% | $4,953+146.8% | $4,212+190.2% |
| Admin fee / account holder | $13,341 | $10,091+32.2% | $11,989+11.3% | $7,344+81.7% |