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 | $157,207 | $89,753+75.2% | $107,525+46.2% | $84,808+85.4% |
| Participation rate | 93.9% | 68.1%+25.9pp | 75.1%+18.9pp | 68.3%+25.6pp |
| Annual return | 15.73% | 29.48%-13.7pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $11,002 | $3,113+253.4% | $3,754+193.1% | $2,631+318.2% |
| Participant deferral / active EE | $5,586 | $4,056+37.7% | $5,116+9.2% | $4,212+32.6% |
| Admin fee / account holder | $9,687 | $7,222+34.1% | $8,919+8.6% | $7,344+31.9% |