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 | $153,148 | $80,968+89.1% | $96,544+58.6% | $75,163+103.8% |
| Participation rate | 89.1% | 71.8%+17.3pp | 76.0%+13.1pp | 67.2%+21.9pp |
| Annual return | 18.05% | 27.06%-9.0pp | 25.84%-7.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,788 | $2,282+22.2% | $2,965-6.0% | $2,670+4.4% |
| Participant deferral / active EE | $6,748 | $3,928+71.8% | $4,851+39.1% | $4,125+63.6% |
| Admin fee / account holder | $16,437 | $6,724+144.4% | $8,252+99.2% | $5,651+190.9% |