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 | $167,534 | $98,750+69.7% | $149,696+11.9% | $79,858+109.8% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.5%+15.2pp | 69.6%+28.0pp |
| Annual return | 13.16% | 27.43%-14.3pp | 276.60%-263.4pp | 31.71%-18.6pp |
| Employer contribution / active EE | $5,933 | $3,216+84.4% | $4,644+27.7% | $2,471+140.1% |
| Participant deferral / active EE | $13,058 | $5,680+129.9% | $6,842+90.9% | $3,740+249.1% |
| Admin fee / account holder | $2,338 | $6,053-61.4% | $9,309-74.9% | $5,306-55.9% |