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 | $145,160 | $89,355+62.5% | $141,162+2.8% | $72,985+98.9% |
| Participation rate | 80.8% | 75.1%+5.7pp | 82.5%-1.7pp | 69.5%+11.3pp |
| Annual return | 21.43% | 111.85%-90.4pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $14,409 | $3,114+362.7% | $4,735+204.3% | $2,440+490.6% |
| Participant deferral / active EE | $7,952 | $5,418+46.8% | $6,709+18.5% | $3,607+120.4% |
| Admin fee / account holder | $17,983 | $5,958+201.8% | $10,261+75.3% | $5,124+250.9% |