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 | $155,360 | $109,881+41.4% | $150,045+3.5% | $84,808+83.2% |
| Participation rate | 94.4% | 76.1%+18.4pp | 82.3%+12.1pp | 68.3%+26.1pp |
| Annual return | 20.72% | 28.25%-7.5pp | 62.55%-41.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $6,637 | $3,561+86.4% | $4,693+41.4% | $2,631+152.3% |
| Participant deferral / active EE | $17,883 | $6,636+169.5% | $7,997+123.6% | $4,212+324.6% |
| Admin fee / account holder | $10,261 | $8,568+19.8% | $13,435-23.6% | $7,344+39.7% |