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 | $157,769 | $93,571+68.6% | $135,903+16.1% | $75,163+109.9% |
| Participation rate | 86.3% | 75.2%+11.1pp | 81.9%+4.4pp | 67.2%+19.1pp |
| Annual return | 16.16% | 30.90%-14.7pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $4,067 | $3,537+15.0% | $4,856-16.2% | $2,670+52.3% |
| Participant deferral / active EE | $15,234 | $6,404+137.9% | $7,758+96.4% | $4,125+269.3% |
| Admin fee / account holder | $9,451 | $6,975+35.5% | $10,762-12.2% | $5,651+67.3% |