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 | $159,223 | $89,355+78.2% | $141,162+12.8% | $72,985+118.2% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 20.15% | 111.85%-91.7pp | 71.39%-51.2pp | 81.00%-60.9pp |
| Employer contribution / active EE | $4,487 | $3,114+44.1% | $4,735-5.2% | $2,440+83.9% |
| Participant deferral / active EE | $6,966 | $5,418+28.6% | $6,709+3.8% | $3,607+93.1% |
| Admin fee / account holder | $4,771 | $5,958-19.9% | $10,261-53.5% | $5,124-6.9% |