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 | $154,129 | $77,813+98.1% | $123,544+24.8% | $64,186+140.1% |
| Participation rate | 91.2% | 74.7%+16.5pp | 82.3%+8.9pp | 69.6%+21.7pp |
| Annual return | 12.45% | 12.48%0pp | 119.20%-106.7pp | 7.63%+4.8pp |
| Employer contribution / active EE | $2,786 | $3,014-7.6% | $4,628-39.8% | $2,381+17.0% |
| Participant deferral / active EE | $8,605 | $5,240+64.2% | $6,426+33.9% | $3,470+148.0% |
| Admin fee / account holder | $7,886 | $5,519+42.9% | $9,284-15.1% | $4,888+61.3% |