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 | $150,522 | $93,571+60.9% | $135,903+10.8% | $75,163+100.3% |
| Participation rate | 89.1% | 75.2%+14.0pp | 81.9%+7.2pp | 67.2%+21.9pp |
| Annual return | 17.22% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $9,386 | $3,537+165.4% | $4,856+93.3% | $2,670+251.6% |
| Participant deferral / active EE | $9,011 | $6,404+40.7% | $7,758+16.2% | $4,125+118.4% |
| Admin fee / account holder | $13,078 | $6,975+87.5% | $10,762+21.5% | $5,651+131.4% |