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 | $136,803 | $76,367+79.1% | $93,606+46.1% | $72,985+87.4% |
| Participation rate | 96.2% | 71.7%+24.4pp | 75.8%+20.3pp | 69.5%+26.7pp |
| Annual return | 23.49% | 25.82%-2.3pp | 32.76%-9.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $7,843 | $2,275+244.7% | $2,718+188.6% | $2,440+221.4% |
| Participant deferral / active EE | $10,059 | $3,538+184.3% | $4,069+147.2% | $3,607+178.9% |
| Admin fee / account holder | $19,126 | $6,838+179.7% | $7,888+142.5% | $5,124+273.2% |