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 | $153,658 | $70,475+118.0% | $100,516+52.9% | $79,858+92.4% |
| Participation rate | 88.9% | 73.7%+15.2pp | 79.4%+9.5pp | 69.6%+19.3pp |
| Annual return | 15.65% | 21.90%-6.2pp | 30.89%-15.2pp | 31.71%-16.1pp |
| Employer contribution / active EE | $3,732 | $2,165+72.4% | $3,418+9.2% | $2,471+51.1% |
| Participant deferral / active EE | $9,387 | $5,181+81.2% | $6,270+49.7% | $3,740+151.0% |
| Admin fee / account holder | $820 | $4,478-81.7% | $8,081-89.8% | $5,306-84.5% |