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 | $176,356 | $109,359+61.3% | $162,163+8.8% | $72,985+141.6% |
| Participation rate | 93.1% | 84.3%+8.8pp | 87.6%+5.5pp | 69.5%+23.6pp |
| Annual return | 22.60% | 25.46%-2.9pp | 115.59%-93.0pp | 81.00%-58.4pp |
| Employer contribution / active EE | $2,820 | $3,907-27.8% | $5,614-49.8% | $2,440+15.6% |
| Participant deferral / active EE | $8,522 | $5,481+55.5% | $7,298+16.8% | $3,607+136.3% |
| Admin fee / account holder | $16,570 | $7,972+107.9% | $10,843+52.8% | $5,124+223.4% |