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 | $165,847 | $81,248+104.1% | $155,509+6.6% | $80,856+105.1% |
| Participation rate | 96.9% | 66.2%+30.6pp | 78.2%+18.7pp | 67.6%+29.2pp |
| Annual return | 13.88% | 33.31%-19.4pp | 64.67%-50.8pp | 35.59%-21.7pp |
| Employer contribution / active EE | $9,576 | $3,100+208.9% | $4,672+105.0% | $2,755+247.6% |
| Participant deferral / active EE | $6,327 | $3,452+83.3% | $5,626+12.5% | $4,296+47.3% |
| Admin fee / account holder | $396 | $7,997-95.1% | $15,912-97.5% | $6,918-94.3% |