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 | $150,697 | $93,571+61.1% | $135,903+10.9% | $75,163+100.5% |
| Participation rate | 80.6% | 75.2%+5.5pp | 81.9%-1.3pp | 67.2%+13.5pp |
| Annual return | 16.24% | 30.90%-14.7pp | 68.23%-52.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $7,286 | $3,537+106.0% | $4,856+50.0% | $2,670+172.9% |
| Participant deferral / active EE | $10,316 | $6,404+61.1% | $7,758+33.0% | $4,125+150.1% |
| Admin fee / account holder | $16,244 | $6,975+132.9% | $10,762+50.9% | $5,651+187.5% |