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 | $156,050 | $88,672+76.0% | $105,223+48.3% | $82,448+89.3% |
| Participation rate | 76.5% | 67.9%+8.6pp | 75.0%+1.5pp | 68.1%+8.5pp |
| Annual return | 15.79% | 30.86%-15.1pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,764 | $3,048+23.5% | $3,689+2.0% | $2,551+47.5% |
| Participant deferral / active EE | $9,131 | $4,036+126.2% | $5,072+80.0% | $4,139+120.6% |
| Admin fee / account holder | $24,729 | $7,146+246.1% | $8,859+179.2% | $7,234+241.8% |