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 | $159,195 | $105,181+51.4% | $159,436-0.2% | $85,850+85.4% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.8%+3.8pp | 69.3%+17.4pp |
| Annual return | 15.22% | 45.07%-29.9pp | 263.57%-248.4pp | 318.53%-303.3pp |
| Employer contribution / active EE | $10,870 | $3,318+227.6% | $4,829+125.1% | $2,565+323.8% |
| Participant deferral / active EE | $8,567 | $5,945+44.1% | $7,352+16.5% | $3,952+116.8% |
| Admin fee / account holder | $2,968 | $6,933-57.2% | $10,799-72.5% | $6,260-52.6% |