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 | $154,785 | $77,503+99.7% | $100,391+54.2% | $80,856+91.4% |
| Participation rate | 91.8% | 76.9%+14.9pp | 81.5%+10.4pp | 67.6%+24.2pp |
| Annual return | 15.10% | 37.20%-22.1pp | 49.20%-34.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $4,538 | $2,801+62.0% | $3,942+15.1% | $2,755+64.7% |
| Participant deferral / active EE | $11,969 | $6,820+75.5% | $8,082+48.1% | $4,296+178.6% |
| Admin fee / account holder | $3,700 | $5,897-37.3% | $7,899-53.2% | $6,918-46.5% |