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 | $156,838 | $93,571+67.6% | $135,903+15.4% | $75,163+108.7% |
| Participation rate | 94.2% | 75.2%+19.1pp | 81.9%+12.3pp | 67.2%+27.0pp |
| Annual return | 19.47% | 30.90%-11.4pp | 68.23%-48.8pp | 160.62%-141.1pp |
| Employer contribution / active EE | $3,753 | $3,537+6.1% | $4,856-22.7% | $2,670+40.6% |
| Participant deferral / active EE | $12,158 | $6,404+89.9% | $7,758+56.7% | $4,125+194.7% |
| Admin fee / account holder | $13,140 | $6,975+88.4% | $10,762+22.1% | $5,651+132.5% |