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 | $156,307 | $78,422+99.3% | $95,952+62.9% | $79,858+95.7% |
| Participation rate | 83.8% | 73.5%+10.3pp | 77.1%+6.7pp | 69.6%+14.2pp |
| Annual return | 13.91% | 19.37%-5.5pp | 91.61%-77.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $4,173 | $1,945+114.6% | $2,541+64.2% | $2,471+68.9% |
| Participant deferral / active EE | $6,157 | $3,440+79.0% | $4,167+47.8% | $3,740+64.6% |
| Admin fee / account holder | $34,651 | $5,622+516.3% | $6,795+409.9% | $5,306+553.0% |