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 | $152,457 | $100,773+51.3% | $88,946+71.4% | $142,382+7.1% |
| Participation rate | 93.3% | 74.3%+19.0pp | 68.8%+24.5pp | 80.1%+13.2pp |
| Annual return | 15.86% | 70.18%-54.3pp | 57.82%-42.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $7,068 | $2,918+142.2% | $2,555+176.6% | $4,299+64.4% |
| Participant deferral / active EE | $10,356 | $5,230+98.0% | $4,581+126.0% | $6,507+59.1% |
| Admin fee / account holder | $1,222 | $9,693-87.4% | $8,261-85.2% | $12,624-90.3% |