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 | $155,026 | $98,750+57.0% | $149,696+3.6% | $79,858+94.1% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.5%+8.1pp | 69.6%+21.0pp |
| Annual return | 24.57% | 27.43%-2.9pp | 276.60%-252.0pp | 31.71%-7.1pp |
| Employer contribution / active EE | $2,098 | $3,216-34.8% | $4,644-54.8% | $2,471-15.1% |
| Participant deferral / active EE | $10,507 | $5,680+85.0% | $6,842+53.6% | $3,740+180.9% |
| Admin fee / account holder | $4,475 | $6,053-26.1% | $9,309-51.9% | $5,306-15.7% |