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 | $157,079 | $82,882+89.5% | $127,761+22.9% | $72,985+115.2% |
| Participation rate | 98.9% | 71.5%+27.4pp | 79.0%+19.9pp | 69.5%+29.4pp |
| Annual return | 22.34% | 32.20%-9.9pp | 26.14%-3.8pp | 81.00%-58.7pp |
| Employer contribution / active EE | $5,722 | $3,346+71.0% | $4,574+25.1% | $2,440+134.5% |
| Participant deferral / active EE | $8,830 | $4,791+84.3% | $6,021+46.6% | $3,607+144.8% |
| Admin fee / account holder | $18,888 | $6,487+191.2% | $9,395+101.0% | $5,124+268.6% |