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 | $177,284 | $98,750+79.5% | $149,696+18.4% | $79,858+122.0% |
| Participation rate | 80.4% | 75.8%+4.6pp | 82.5%-2.1pp | 69.6%+10.7pp |
| Annual return | 17.01% | 27.43%-10.4pp | 276.60%-259.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,787 | $3,216-44.5% | $4,644-61.5% | $2,471-27.7% |
| Participant deferral / active EE | $6,850 | $5,680+20.6% | $6,842+0.1% | $3,740+83.2% |
| Admin fee / account holder | $8,558 | $6,053+41.4% | $9,309-8.1% | $5,306+61.3% |