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 | $144,026 | $98,750+45.8% | $149,696-3.8% | $79,858+80.4% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.5%+5.3pp | 69.6%+18.2pp |
| Annual return | 19.07% | 27.43%-8.4pp | 276.60%-257.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $3,399 | $3,216+5.7% | $4,644-26.8% | $2,471+37.5% |
| Participant deferral / active EE | $11,213 | $5,680+97.4% | $6,842+63.9% | $3,740+199.8% |
| Admin fee / account holder | $7,777 | $6,053+28.5% | $9,309-16.5% | $5,306+46.6% |