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 | $179,103 | $98,652+81.6% | $142,942+25.3% | $82,448+117.2% |
| Participation rate | 86.0% | 72.8%+13.2pp | 76.8%+9.2pp | 68.1%+17.9pp |
| Annual return | 20.82% | 22.65%-1.8pp | 113.70%-92.9pp | 41.64%-20.8pp |
| Employer contribution / active EE | $9,672 | $3,211+201.2% | $4,139+133.7% | $2,551+279.1% |
| Participant deferral / active EE | $12,849 | $5,580+130.3% | $7,128+80.3% | $4,139+210.4% |
| Admin fee / account holder | $11,302 | $8,078+39.9% | $12,475-9.4% | $7,234+56.2% |