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 | $161,941 | $89,355+81.2% | $141,162+14.7% | $72,985+121.9% |
| Participation rate | 98.9% | 75.1%+23.8pp | 82.5%+16.4pp | 69.5%+29.4pp |
| Annual return | 20.72% | 111.85%-91.1pp | 71.39%-50.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $5,302 | $3,114+70.2% | $4,735+12.0% | $2,440+117.3% |
| Participant deferral / active EE | $9,643 | $5,418+78.0% | $6,709+43.7% | $3,607+167.3% |
| Admin fee / account holder | $14,907 | $5,958+150.2% | $10,261+45.3% | $5,124+190.9% |