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 | $146,200 | $93,571+56.2% | $135,903+7.6% | $75,163+94.5% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 19.36% | 30.90%-11.5pp | 68.23%-48.9pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,733 | $3,537-22.7% | $4,856-43.7% | $2,670+2.4% |
| Participant deferral / active EE | $9,988 | $6,404+56.0% | $7,758+28.8% | $4,125+142.1% |
| Admin fee / account holder | $20,251 | $6,975+190.3% | $10,762+88.2% | $5,651+258.4% |