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 | $147,886 | $93,571+58.0% | $135,903+8.8% | $75,163+96.8% |
| Participation rate | 95.7% | 75.2%+20.6pp | 81.9%+13.8pp | 67.2%+28.6pp |
| Annual return | 34.91% | 30.90%+4.0pp | 68.23%-33.3pp | 160.62%-125.7pp |
| Employer contribution / active EE | $4,352 | $3,537+23.0% | $4,856-10.4% | $2,670+63.0% |
| Participant deferral / active EE | $9,276 | $6,404+44.9% | $7,758+19.6% | $4,125+124.9% |
| Admin fee / account holder | $10,900 | $6,975+56.3% | $10,762+1.3% | $5,651+92.9% |