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 | $156,208 | $89,355+74.8% | $141,162+10.7% | $72,985+114.0% |
| Participation rate | 96.5% | 75.1%+21.4pp | 82.5%+14.0pp | 69.5%+27.0pp |
| Annual return | 28.69% | 111.85%-83.2pp | 71.39%-42.7pp | 81.00%-52.3pp |
| Employer contribution / active EE | $12,913 | $3,114+314.6% | $4,735+172.7% | $2,440+429.2% |
| Participant deferral / active EE | $10,703 | $5,418+97.5% | $6,709+59.5% | $3,607+196.7% |
| Admin fee / account holder | $4,035 | $5,958-32.3% | $10,261-60.7% | $5,124-21.3% |