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 | $120,306 | $90,745+32.6% | $130,231-7.6% | $75,163+60.1% |
| Participation rate | 89.9% | 71.1%+18.8pp | 76.3%+13.6pp | 67.2%+22.7pp |
| Annual return | 27.35% | 34.45%-7.1pp | 38.77%-11.4pp | 160.62%-133.3pp |
| Employer contribution / active EE | $15,460 | $3,314+366.5% | $4,126+274.7% | $2,670+479.1% |
| Participant deferral / active EE | $17,748 | $5,362+231.0% | $6,799+161.1% | $4,125+330.2% |
| Admin fee / account holder | $9,359 | $6,331+47.8% | $6,020+55.5% | $5,651+65.6% |