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 | $125,443 | $78,705+59.4% | $117,854+6.4% | $70,131+78.9% |
| Participation rate | 94.0% | 73.2%+20.8pp | 79.7%+14.3pp | 69.5%+24.5pp |
| Annual return | 18.69% | 23.30%-4.6pp | 335.08%-316.4pp | 73.14%-54.4pp |
| Employer contribution / active EE | $8,301 | $2,223+273.4% | $3,786+119.3% | $2,342+254.4% |
| Participant deferral / active EE | $6,361 | $3,297+92.9% | $4,482+41.9% | $3,332+90.9% |
| Admin fee / account holder | $524 | $5,065-89.7% | $8,020-93.5% | $4,645-88.7% |