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 | $156,955 | $80,968+93.8% | $96,544+62.6% | $75,163+108.8% |
| Participation rate | 88.0% | 71.8%+16.2pp | 76.0%+12.0pp | 67.2%+20.8pp |
| Annual return | 24.40% | 27.06%-2.7pp | 25.84%-1.4pp | 160.62%-136.2pp |
| Employer contribution / active EE | $3,116 | $2,282+36.5% | $2,965+5.1% | $2,670+16.7% |
| Participant deferral / active EE | $9,535 | $3,928+142.7% | $4,851+96.6% | $4,125+131.1% |
| Admin fee / account holder | $11,603 | $6,724+72.6% | $8,252+40.6% | $5,651+105.3% |