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 | $147,148 | $78,672+87.0% | $109,143+34.8% | $85,850+71.4% |
| Participation rate | 77.8% | 68.3%+9.5pp | 75.9%+1.9pp | 69.3%+8.5pp |
| Annual return | 53.15% | 25.09%+28.1pp | 25.75%+27.4pp | 318.53%-265.4pp |
| Employer contribution / active EE | $5,005 | $2,735+83.0% | $3,722+34.5% | $2,565+95.1% |
| Participant deferral / active EE | $6,988 | $3,467+101.5% | $4,653+50.2% | $3,952+76.8% |
| Admin fee / account holder | $2,783 | $5,469-49.1% | $6,752-58.8% | $6,260-55.5% |