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 | $166,466 | $89,753+85.5% | $107,525+54.8% | $84,808+96.3% |
| Participation rate | 96.9% | 68.1%+28.8pp | 75.1%+21.8pp | 68.3%+28.6pp |
| Annual return | 14.97% | 29.48%-14.5pp | 181.32%-166.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $4,604 | $3,113+47.9% | $3,754+22.7% | $2,631+75.0% |
| Participant deferral / active EE | $9,241 | $4,056+127.8% | $5,116+80.6% | $4,212+119.4% |
| Admin fee / account holder | $14,807 | $7,222+105.0% | $8,919+66.0% | $7,344+101.6% |