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 | $153,898 | $89,355+72.2% | $141,162+9.0% | $72,985+110.9% |
| Participation rate | 97.8% | 75.1%+22.7pp | 82.5%+15.4pp | 69.5%+28.3pp |
| Annual return | 19.16% | 111.85%-92.7pp | 71.39%-52.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $4,446 | $3,114+42.7% | $4,735-6.1% | $2,440+82.2% |
| Participant deferral / active EE | $8,779 | $5,418+62.0% | $6,709+30.9% | $3,607+143.4% |
| Admin fee / account holder | $6,300 | $5,958+5.7% | $10,261-38.6% | $5,124+22.9% |