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 | $171,093 | $78,422+118.2% | $95,952+78.3% | $79,858+114.2% |
| Participation rate | 93.9% | 73.5%+20.5pp | 77.1%+16.9pp | 69.6%+24.3pp |
| Annual return | 17.44% | 19.37%-1.9pp | 91.61%-74.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $3,851 | $1,945+98.0% | $2,541+51.6% | $2,471+55.9% |
| Participant deferral / active EE | $8,910 | $3,440+159.0% | $4,167+113.8% | $3,740+138.2% |
| Admin fee / account holder | $7,319 | $5,622+30.2% | $6,795+7.7% | $5,306+37.9% |