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 | $156,591 | $77,145+103.0% | $108,410+44.4% | $85,850+82.4% |
| Participation rate | 93.6% | 74.7%+18.9pp | 80.1%+13.5pp | 69.3%+24.3pp |
| Annual return | 15.08% | 44.54%-29.5pp | 905.27%-890.2pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,677 | $2,379+12.5% | $3,558-24.8% | $2,565+4.4% |
| Participant deferral / active EE | $8,150 | $5,566+46.4% | $6,563+24.2% | $3,952+106.2% |
| Admin fee / account holder | $5,786 | $5,172+11.9% | $7,295-20.7% | $6,260-7.6% |