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 | $123,517 | $79,944+54.5% | $98,439+25.5% | $75,163+64.3% |
| Participation rate | 97.3% | 70.4%+26.9pp | 75.2%+22.1pp | 67.2%+30.1pp |
| Annual return | 14.43% | 19.75%-5.3pp | 21.16%-6.7pp | 160.62%-146.2pp |
| Employer contribution / active EE | $13,217 | $2,264+483.9% | $3,048+333.6% | $2,670+395.1% |
| Participant deferral / active EE | $6,792 | $3,752+81.0% | $4,738+43.4% | $4,125+64.7% |
| Admin fee / account holder | $8,601 | $6,840+25.7% | $8,948-3.9% | $5,651+52.2% |