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 | $155,346 | $93,571+66.0% | $135,903+14.3% | $75,163+106.7% |
| Participation rate | 91.4% | 75.2%+16.2pp | 81.9%+9.5pp | 67.2%+24.2pp |
| Annual return | 19.40% | 30.90%-11.5pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $6,697 | $3,537+89.4% | $4,856+37.9% | $2,670+150.8% |
| Participant deferral / active EE | $4,150 | $6,404-35.2% | $7,758-46.5% | $4,125+0.6% |
| Admin fee / account holder | $9,979 | $6,975+43.1% | $10,762-7.3% | $5,651+76.6% |