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 | $139,509 | $79,944+74.5% | $98,439+41.7% | $75,163+85.6% |
| Participation rate | 93.3% | 70.4%+23.0pp | 75.2%+18.2pp | 67.2%+26.1pp |
| Annual return | 17.33% | 19.75%-2.4pp | 21.16%-3.8pp | 160.62%-143.3pp |
| Employer contribution / active EE | $5,371 | $2,264+137.2% | $3,048+76.2% | $2,670+101.2% |
| Participant deferral / active EE | $6,112 | $3,752+62.9% | $4,738+29.0% | $4,125+48.2% |
| Admin fee / account holder | $12,688 | $6,840+85.5% | $8,948+41.8% | $5,651+124.5% |