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 | $154,806 | $89,753+72.5% | $107,525+44.0% | $84,808+82.5% |
| Participation rate | 78.4% | 68.1%+10.3pp | 75.1%+3.3pp | 68.3%+10.1pp |
| Annual return | 14.96% | 29.48%-14.5pp | 181.32%-166.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $4,506 | $3,113+44.7% | $3,754+20.0% | $2,631+71.3% |
| Participant deferral / active EE | $9,053 | $4,056+123.2% | $5,116+77.0% | $4,212+115.0% |
| Admin fee / account holder | $10,004 | $7,222+38.5% | $8,919+12.2% | $7,344+36.2% |