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 | $157,549 | $100,773+56.3% | $88,946+77.1% | $142,382+10.7% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 13.55% | 70.18%-56.6pp | 57.82%-44.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $7,263 | $2,918+148.9% | $2,555+184.3% | $4,299+68.9% |
| Participant deferral / active EE | $9,117 | $5,230+74.3% | $4,581+99.0% | $6,507+40.1% |
| Admin fee / account holder | $883 | $9,693-90.9% | $8,261-89.3% | $12,624-93.0% |