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 | $145,672 | $63,861+128.1% | $104,607+39.3% | $79,858+82.4% |
| Participation rate | 95.8% | 64.9%+30.9pp | 74.1%+21.8pp | 69.6%+26.2pp |
| Annual return | 18.04% | 21.30%-3.3pp | 340.46%-322.4pp | 31.71%-13.7pp |
| Employer contribution / active EE | $9,071 | $1,588+471.1% | $2,681+238.4% | $2,471+267.1% |
| Participant deferral / active EE | $5,367 | $2,693+99.3% | $3,740+43.5% | $3,740+43.5% |
| Admin fee / account holder | $4,028 | $4,185-3.8% | $6,473-37.8% | $5,306-24.1% |