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 | $168,526 | $98,750+70.7% | $149,696+12.6% | $79,858+111.0% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.5%+8.7pp | 69.6%+21.5pp |
| Annual return | 13.22% | 27.43%-14.2pp | 276.60%-263.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $3,621 | $3,216+12.6% | $4,644-22.0% | $2,471+46.5% |
| Participant deferral / active EE | $8,673 | $5,680+52.7% | $6,842+26.8% | $3,740+131.9% |
| Admin fee / account holder | $5,073 | $6,053-16.2% | $9,309-45.5% | $5,306-4.4% |