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 | $146,388 | $85,766+70.7% | $136,294+7.4% | $70,131+108.7% |
| Participation rate | 81.8% | 74.2%+7.7pp | 81.9%-0.1pp | 69.5%+12.3pp |
| Annual return | 18.52% | 31.45%-12.9pp | 5155.94%-5137.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $4,325 | $2,966+45.8% | $4,695-7.9% | $2,342+84.6% |
| Participant deferral / active EE | $8,490 | $5,051+68.1% | $6,247+35.9% | $3,332+154.8% |
| Admin fee / account holder | $3,158 | $5,420-41.7% | $9,243-65.8% | $4,645-32.0% |