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 | $150,978 | $94,625+59.6% | $116,228+29.9% | $84,808+78.0% |
| Participation rate | 97.5% | 70.4%+27.1pp | 74.6%+22.9pp | 68.3%+29.2pp |
| Annual return | 15.23% | 20.40%-5.2pp | 90.06%-74.8pp | 40.90%-25.7pp |
| Employer contribution / active EE | $4,187 | $2,347+78.4% | $2,994+39.8% | $2,631+59.1% |
| Participant deferral / active EE | $11,895 | $3,972+199.5% | $4,953+140.1% | $4,212+182.4% |
| Admin fee / account holder | $27,393 | $10,091+171.5% | $11,989+128.5% | $7,344+273.0% |