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 | $148,808 | $77,899+91.0% | $149,673-0.6% | $75,163+98.0% |
| Participation rate | 96.3% | 65.6%+30.7pp | 78.8%+17.5pp | 67.2%+29.1pp |
| Annual return | 21.31% | 31.72%-10.4pp | 134.42%-113.1pp | 160.62%-139.3pp |
| Employer contribution / active EE | $6,244 | $3,137+99.0% | $4,818+29.6% | $2,670+133.9% |
| Participant deferral / active EE | $5,853 | $3,411+71.6% | $5,680+3.1% | $4,125+41.9% |
| Admin fee / account holder | $11,296 | $5,956+89.7% | $13,210-14.5% | $5,651+99.9% |