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 | $160,555 | $109,881+46.1% | $150,045+7.0% | $84,808+89.3% |
| Participation rate | 89.3% | 76.1%+13.2pp | 82.3%+7.0pp | 68.3%+21.0pp |
| Annual return | 29.47% | 28.25%+1.2pp | 62.55%-33.1pp | 40.90%-11.4pp |
| Employer contribution / active EE | $4,296 | $3,561+20.6% | $4,693-8.5% | $2,631+63.3% |
| Participant deferral / active EE | $9,285 | $6,636+39.9% | $7,997+16.1% | $4,212+120.5% |
| Admin fee / account holder | $2,628 | $8,568-69.3% | $13,435-80.4% | $7,344-64.2% |