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 | $172,781 | $93,571+84.7% | $135,903+27.1% | $75,163+129.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 21.14% | 30.90%-9.8pp | 68.23%-47.1pp | 160.62%-139.5pp |
| Employer contribution / active EE | $4,671 | $3,537+32.1% | $4,856-3.8% | $2,670+75.0% |
| Participant deferral / active EE | $10,218 | $6,404+59.6% | $7,758+31.7% | $4,125+147.7% |
| Admin fee / account holder | $10,201 | $6,975+46.2% | $10,762-5.2% | $5,651+80.5% |