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 | $147,313 | $109,881+34.1% | $150,045-1.8% | $84,808+73.7% |
| Participation rate | 96.9% | 76.1%+20.8pp | 82.3%+14.6pp | 68.3%+28.6pp |
| Annual return | 18.41% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $5,148 | $3,561+44.5% | $4,693+9.7% | $2,631+95.7% |
| Participant deferral / active EE | $13,218 | $6,636+99.2% | $7,997+65.3% | $4,212+213.9% |
| Admin fee / account holder | $12,605 | $8,568+47.1% | $13,435-6.2% | $7,344+71.6% |