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 | $159,754 | $88,042+81.5% | $138,135+15.7% | $79,858+100.0% |
| Participation rate | 94.3% | 71.4%+22.9pp | 78.7%+15.6pp | 69.6%+24.7pp |
| Annual return | 14.12% | 20.58%-6.5pp | 20.51%-6.4pp | 31.71%-17.6pp |
| Employer contribution / active EE | $8,631 | $3,103+178.1% | $5,587+54.5% | $2,471+249.3% |
| Participant deferral / active EE | $11,736 | $4,704+149.5% | $6,431+82.5% | $3,740+213.8% |
| Admin fee / account holder | $24,013 | $7,791+208.2% | $11,856+102.5% | $5,306+352.5% |