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 | $143,400 | $93,571+53.3% | $135,903+5.5% | $75,163+90.8% |
| Participation rate | 93.5% | 75.2%+18.3pp | 81.9%+11.6pp | 67.2%+26.3pp |
| Annual return | 17.13% | 30.90%-13.8pp | 68.23%-51.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $4,471 | $3,537+26.4% | $4,856-7.9% | $2,670+67.5% |
| Participant deferral / active EE | $10,523 | $6,404+64.3% | $7,758+35.6% | $4,125+155.1% |
| Admin fee / account holder | $2,714 | $6,975-61.1% | $10,762-74.8% | $5,651-52.0% |