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 | $165,711 | $109,881+50.8% | $150,045+10.4% | $84,808+95.4% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 17.55% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $6,299 | $3,561+76.9% | $4,693+34.2% | $2,631+139.4% |
| Participant deferral / active EE | $7,673 | $6,636+15.6% | $7,997-4.1% | $4,212+82.2% |
| Admin fee / account holder | $38,699 | $8,568+351.7% | $13,435+188.1% | $7,344+427.0% |