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 | $159,912 | $88,672+80.3% | $105,223+52.0% | $82,448+94.0% |
| Participation rate | 93.5% | 67.9%+25.6pp | 75.0%+18.5pp | 68.1%+25.5pp |
| Annual return | 18.10% | 30.86%-12.8pp | 180.65%-162.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $3,151 | $3,048+3.4% | $3,689-14.6% | $2,551+23.5% |
| Participant deferral / active EE | $5,313 | $4,036+31.6% | $5,072+4.7% | $4,139+28.3% |
| Admin fee / account holder | $9,622 | $7,146+34.6% | $8,859+8.6% | $7,234+33.0% |