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 | $147,988 | $94,625+56.4% | $116,228+27.3% | $84,808+74.5% |
| Participation rate | 78.0% | 70.4%+7.6pp | 74.6%+3.4pp | 68.3%+9.7pp |
| Annual return | 15.85% | 20.40%-4.5pp | 90.06%-74.2pp | 40.90%-25.0pp |
| Employer contribution / active EE | $6,701 | $2,347+185.6% | $2,994+123.8% | $2,631+154.7% |
| Participant deferral / active EE | $9,390 | $3,972+136.4% | $4,953+89.6% | $4,212+123.0% |
| Admin fee / account holder | $25,120 | $10,091+148.9% | $11,989+109.5% | $7,344+242.1% |