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 | $154,666 | $91,552+68.9% | $133,956+15.5% | $79,858+93.7% |
| Participation rate | 95.5% | 73.3%+22.1pp | 79.8%+15.6pp | 69.6%+25.8pp |
| Annual return | 14.14% | 61.85%-47.7pp | 45.09%-30.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $4,063 | $2,384+70.5% | $3,919+3.7% | $2,471+64.5% |
| Participant deferral / active EE | $4,725 | $3,733+26.6% | $5,048-6.4% | $3,740+26.3% |
| Admin fee / account holder | $12,565 | $6,321+98.8% | $8,927+40.7% | $5,306+136.8% |