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 | $145,660 | $59,101+146.5% | $77,163+88.8% | $75,163+93.8% |
| Participation rate | 86.4% | 63.9%+22.6pp | 69.6%+16.8pp | 67.2%+19.2pp |
| Annual return | 20.80% | 26.71%-5.9pp | 37.87%-17.1pp | 160.62%-139.8pp |
| Employer contribution / active EE | $5,060 | $1,995+153.6% | $2,535+99.6% | $2,670+89.5% |
| Participant deferral / active EE | $9,616 | $2,999+220.6% | $3,833+150.8% | $4,125+133.1% |
| Admin fee / account holder | $9,927 | $4,774+107.9% | $5,472+81.4% | $5,651+75.7% |