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 | $154,144 | $98,750+56.1% | $149,696+3.0% | $79,858+93.0% |
| Participation rate | 90.2% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.6pp |
| Annual return | 21.99% | 27.43%-5.4pp | 276.60%-254.6pp | 31.71%-9.7pp |
| Employer contribution / active EE | $10,629 | $3,216+230.5% | $4,644+128.9% | $2,471+330.2% |
| Participant deferral / active EE | $11,461 | $5,680+101.8% | $6,842+67.5% | $3,740+206.4% |
| Admin fee / account holder | $28,766 | $6,053+375.3% | $9,309+209.0% | $5,306+442.1% |