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 | $160,261 | $95,803+67.3% | $113,168+41.6% | $84,808+89.0% |
| Participation rate | 96.5% | 72.9%+23.6pp | 76.6%+19.9pp | 68.3%+28.2pp |
| Annual return | 17.22% | 25.00%-7.8pp | 24.27%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,178 | $2,360-50.1% | $2,975-60.4% | $2,631-55.2% |
| Participant deferral / active EE | $9,059 | $4,242+113.6% | $5,107+77.4% | $4,212+115.1% |
| Admin fee / account holder | $51,435 | $8,989+472.2% | $12,068+326.2% | $7,344+600.4% |