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 | $149,546 | $93,571+59.8% | $135,903+10.0% | $75,163+99.0% |
| Participation rate | 95.2% | 75.2%+20.1pp | 81.9%+13.3pp | 67.2%+28.0pp |
| Annual return | 15.94% | 30.90%-15.0pp | 68.23%-52.3pp | 160.62%-144.7pp |
| Employer contribution / active EE | $4,300 | $3,537+21.6% | $4,856-11.4% | $2,670+61.1% |
| Participant deferral / active EE | $10,603 | $6,404+65.6% | $7,758+36.7% | $4,125+157.0% |
| Admin fee / account holder | $12,078 | $6,975+73.2% | $10,762+12.2% | $5,651+113.7% |