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 | $150,045 | $93,571+60.4% | $135,903+10.4% | $75,163+99.6% |
| Participation rate | 89.3% | 75.2%+14.1pp | 81.9%+7.4pp | 67.2%+22.1pp |
| Annual return | 18.08% | 30.90%-12.8pp | 68.23%-50.1pp | 160.62%-142.5pp |
| Employer contribution / active EE | $10,697 | $3,537+202.5% | $4,856+120.3% | $2,670+300.7% |
| Participant deferral / active EE | $9,451 | $6,404+47.6% | $7,758+21.8% | $4,125+129.1% |
| Admin fee / account holder | $8,379 | $6,975+20.1% | $10,762-22.1% | $5,651+48.3% |