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 | $172,660 | $93,571+84.5% | $135,903+27.0% | $75,163+129.7% |
| Participation rate | 95.5% | 75.2%+20.3pp | 81.9%+13.5pp | 67.2%+28.3pp |
| Annual return | 17.05% | 30.90%-13.9pp | 68.23%-51.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $5,767 | $3,537+63.1% | $4,856+18.8% | $2,670+116.0% |
| Participant deferral / active EE | $12,147 | $6,404+89.7% | $7,758+56.6% | $4,125+194.5% |
| Admin fee / account holder | $14,244 | $6,975+104.2% | $10,762+32.3% | $5,651+152.1% |