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 | $115,364 | $73,933+56.0% | $96,683+19.3% | $75,163+53.5% |
| Participation rate | 90.5% | 66.4%+24.1pp | 74.3%+16.1pp | 67.2%+23.3pp |
| Annual return | 19.85% | 26.70%-6.9pp | 35.69%-15.8pp | 160.62%-140.8pp |
| Employer contribution / active EE | $4,764 | $2,928+62.7% | $3,737+27.5% | $2,670+78.4% |
| Participant deferral / active EE | $8,062 | $3,659+120.3% | $4,878+65.3% | $4,125+95.4% |
| Admin fee / account holder | $28,156 | $5,216+439.8% | $6,730+318.4% | $5,651+398.3% |