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 | $153,242 | $85,766+78.7% | $136,294+12.4% | $70,131+118.5% |
| Participation rate | 96.7% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 20.20% | 31.45%-11.3pp | 5155.94%-5135.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $4,921 | $2,966+65.9% | $4,695+4.8% | $2,342+110.1% |
| Participant deferral / active EE | $11,396 | $5,051+125.6% | $6,247+82.4% | $3,332+242.0% |
| Admin fee / account holder | $1,215 | $5,420-77.6% | $9,243-86.9% | $4,645-73.8% |