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 | $146,516 | $89,355+64.0% | $141,162+3.8% | $72,985+100.7% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.5%+15.0pp | 69.5%+27.9pp |
| Annual return | 20.64% | 111.85%-91.2pp | 71.39%-50.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $5,282 | $3,114+69.6% | $4,735+11.5% | $2,440+116.5% |
| Participant deferral / active EE | $6,958 | $5,418+28.4% | $6,709+3.7% | $3,607+92.9% |
| Admin fee / account holder | $9,255 | $5,958+55.3% | $10,261-9.8% | $5,124+80.6% |