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 | $159,767 | $94,031+69.9% | $115,768+38.0% | $82,448+93.8% |
| Participation rate | 85.2% | 70.4%+14.8pp | 74.4%+10.8pp | 68.1%+17.1pp |
| Annual return | 31.16% | 20.61%+10.6pp | 100.46%-69.3pp | 41.64%-10.5pp |
| Employer contribution / active EE | $2,375 | $2,323+2.2% | $2,940-19.2% | $2,551-6.9% |
| Participant deferral / active EE | $8,690 | $3,972+118.8% | $4,917+76.7% | $4,139+109.9% |
| Admin fee / account holder | $15,267 | $10,249+49.0% | $12,439+22.7% | $7,234+111.0% |