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 | $153,799 | $96,128+60.0% | $136,007+13.1% | $80,856+90.2% |
| Participation rate | 93.9% | 71.2%+22.7pp | 76.5%+17.4pp | 67.6%+26.3pp |
| Annual return | 17.56% | 28.71%-11.1pp | 579.32%-561.8pp | 35.59%-18.0pp |
| Employer contribution / active EE | $17,122 | $3,351+410.9% | $4,217+306.1% | $2,755+521.5% |
| Participant deferral / active EE | $18,411 | $5,709+222.5% | $7,025+162.1% | $4,296+328.6% |
| Admin fee / account holder | $9,647 | $8,236+17.1% | $6,858+40.7% | $6,918+39.4% |