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 | $151,940 | $72,012+111.0% | $185,823-18.2% | $79,858+90.3% |
| Participation rate | 98.1% | 65.8%+32.4pp | 78.0%+20.1pp | 69.6%+28.5pp |
| Annual return | 21.73% | 23.12%-1.4pp | 35.95%-14.2pp | 31.71%-10.0pp |
| Employer contribution / active EE | $6,444 | $1,965+228.0% | $4,087+57.7% | $2,471+160.8% |
| Participant deferral / active EE | $12,876 | $3,779+240.8% | $5,632+128.6% | $3,740+244.3% |
| Admin fee / account holder | $3,183 | $4,513-29.5% | $9,500-66.5% | $5,306-40.0% |