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 | $166,031 | $89,355+85.8% | $141,162+17.6% | $72,985+127.5% |
| Participation rate | 86.2% | 75.1%+11.1pp | 82.5%+3.7pp | 69.5%+16.7pp |
| Annual return | 23.04% | 111.85%-88.8pp | 71.39%-48.3pp | 81.00%-58.0pp |
| Employer contribution / active EE | $5,669 | $3,114+82.0% | $4,735+19.7% | $2,440+132.3% |
| Participant deferral / active EE | $10,092 | $5,418+86.3% | $6,709+50.4% | $3,607+179.7% |
| Admin fee / account holder | $4,149 | $5,958-30.4% | $10,261-59.6% | $5,124-19.0% |