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 | $152,052 | $81,208+87.2% | $98,907+53.7% | $79,858+90.4% |
| Participation rate | 92.6% | 72.5%+20.1pp | 76.0%+16.6pp | 69.6%+23.0pp |
| Annual return | 15.92% | 60.99%-45.1pp | 196.43%-180.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $3,751 | $1,960+91.4% | $2,689+39.5% | $2,471+51.8% |
| Participant deferral / active EE | $4,329 | $3,265+32.6% | $4,244+2.0% | $3,740+15.7% |
| Admin fee / account holder | $11,533 | $6,013+91.8% | $6,642+73.6% | $5,306+117.3% |