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 | $148,712 | $105,126+41.5% | $94,646+57.1% | $139,434+6.7% |
| Participation rate | 93.3% | 82.4%+11.0pp | 80.8%+12.5pp | 80.3%+13.0pp |
| Annual return | 15.25% | 38.03%-22.8pp | 156.71%-141.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $13,471 | $4,106+228.1% | $3,672+266.8% | $4,751+183.6% |
| Participant deferral / active EE | $9,816 | $7,599+29.2% | $7,418+32.3% | $6,710+46.3% |
| Admin fee / account holder | $916 | $8,984-89.8% | $7,231-87.3% | $11,403-92.0% |