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 | $158,057 | $111,754+41.4% | $103,333+53.0% | $145,922+8.3% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.5%+16.8pp | 80.3%+11.0pp |
| Annual return | 13.44% | 24.77%-11.3pp | 24.88%-11.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $6,788 | $4,212+61.1% | $3,868+75.5% | $4,660+45.7% |
| Participant deferral / active EE | $7,221 | $5,619+28.5% | $5,057+42.8% | $6,688+8.0% |
| Admin fee / account holder | $1,544 | $9,750-84.2% | $8,355-81.5% | $13,397-88.5% |