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 | $147,759 | $89,355+65.4% | $141,162+4.7% | $72,985+102.5% |
| Participation rate | 89.1% | 75.1%+14.0pp | 82.5%+6.7pp | 69.5%+19.6pp |
| Annual return | 20.35% | 111.85%-91.5pp | 71.39%-51.0pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,675 | $3,114-14.1% | $4,735-43.5% | $2,440+9.6% |
| Participant deferral / active EE | $6,811 | $5,418+25.7% | $6,709+1.5% | $3,607+88.8% |
| Admin fee / account holder | $9,846 | $5,958+65.3% | $10,261-4.0% | $5,124+92.1% |