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 | $179,903 | $93,571+92.3% | $135,903+32.4% | $75,163+139.3% |
| Participation rate | 93.0% | 75.2%+17.8pp | 81.9%+11.1pp | 67.2%+25.8pp |
| Annual return | 15.65% | 30.90%-15.3pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $10,383 | $3,537+193.6% | $4,856+113.8% | $2,670+288.9% |
| Participant deferral / active EE | $9,205 | $6,404+43.7% | $7,758+18.7% | $4,125+123.1% |
| Admin fee / account holder | $4,050 | $6,975-41.9% | $10,762-62.4% | $5,651-28.3% |