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 | $147,734 | $73,933+99.8% | $96,683+52.8% | $75,163+96.5% |
| Participation rate | 95.2% | 66.4%+28.8pp | 74.3%+20.9pp | 67.2%+28.0pp |
| Annual return | 20.06% | 26.70%-6.6pp | 35.69%-15.6pp | 160.62%-140.6pp |
| Employer contribution / active EE | $10,472 | $2,928+257.7% | $3,737+180.3% | $2,670+292.3% |
| Participant deferral / active EE | $7,374 | $3,659+101.6% | $4,878+51.2% | $4,125+78.8% |
| Admin fee / account holder | $2,635 | $5,216-49.5% | $6,730-60.8% | $5,651-53.4% |