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 | $149,530 | $89,355+67.3% | $141,162+5.9% | $72,985+104.9% |
| Participation rate | 87.9% | 75.1%+12.8pp | 82.5%+5.4pp | 69.5%+18.4pp |
| Annual return | 23.17% | 111.85%-88.7pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $6,443 | $3,114+106.9% | $4,735+36.1% | $2,440+164.1% |
| Participant deferral / active EE | $8,605 | $5,418+58.8% | $6,709+28.3% | $3,607+138.5% |
| Admin fee / account holder | $1,001 | $5,958-83.2% | $10,261-90.2% | $5,124-80.5% |