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 | $157,015 | $89,355+75.7% | $141,162+11.2% | $72,985+115.1% |
| Participation rate | 95.5% | 75.1%+20.3pp | 82.5%+13.0pp | 69.5%+26.0pp |
| Annual return | 19.28% | 111.85%-92.6pp | 71.39%-52.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $7,726 | $3,114+148.1% | $4,735+63.2% | $2,440+216.7% |
| Participant deferral / active EE | $13,639 | $5,418+151.7% | $6,709+103.3% | $3,607+278.1% |
| Admin fee / account holder | $25,485 | $5,958+327.7% | $10,261+148.4% | $5,124+397.3% |