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 | $155,914 | $81,208+92.0% | $98,907+57.6% | $79,858+95.2% |
| Participation rate | 72.4% | 72.5%-0.1pp | 76.0%-3.6pp | 69.6%+2.8pp |
| Annual return | 35.53% | 60.99%-25.5pp | 196.43%-160.9pp | 31.71%+3.8pp |
| Employer contribution / active EE | $2,435 | $1,960+24.3% | $2,689-9.4% | $2,471-1.4% |
| Participant deferral / active EE | $5,693 | $3,265+74.4% | $4,244+34.1% | $3,740+52.2% |
| Admin fee / account holder | $7,717 | $6,013+28.3% | $6,642+16.2% | $5,306+45.4% |