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 | $148,650 | $81,248+83.0% | $155,509-4.4% | $80,856+83.8% |
| Participation rate | 94.1% | 66.2%+27.9pp | 78.2%+15.9pp | 67.6%+26.5pp |
| Annual return | 16.32% | 33.31%-17.0pp | 64.67%-48.3pp | 35.59%-19.3pp |
| Employer contribution / active EE | $8,857 | $3,100+185.7% | $4,672+89.6% | $2,755+221.5% |
| Participant deferral / active EE | $5,903 | $3,452+71.0% | $5,626+4.9% | $4,296+37.4% |
| Admin fee / account holder | $351 | $7,997-95.6% | $15,912-97.8% | $6,918-94.9% |