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 | $147,080 | $78,705+86.9% | $117,854+24.8% | $70,131+109.7% |
| Participation rate | 95.4% | 73.2%+22.2pp | 79.7%+15.7pp | 69.5%+25.8pp |
| Annual return | 15.39% | 23.30%-7.9pp | 335.08%-319.7pp | 73.14%-57.7pp |
| Employer contribution / active EE | $12,786 | $2,223+475.1% | $3,786+237.7% | $2,342+445.9% |
| Participant deferral / active EE | $2,868 | $3,297-13.0% | $4,482-36.0% | $3,332-13.9% |
| Admin fee / account holder | $1,309 | $5,065-74.2% | $8,020-83.7% | $4,645-71.8% |