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 | $158,069 | $78,422+101.6% | $95,952+64.7% | $79,858+97.9% |
| Participation rate | 91.4% | 73.5%+17.9pp | 77.1%+14.3pp | 69.6%+21.7pp |
| Annual return | 13.00% | 19.37%-6.4pp | 91.61%-78.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,231 | $1,945+14.7% | $2,541-12.2% | $2,471-9.7% |
| Participant deferral / active EE | $6,123 | $3,440+78.0% | $4,167+46.9% | $3,740+63.7% |
| Admin fee / account holder | $6,294 | $5,622+12.0% | $6,795-7.4% | $5,306+18.6% |