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 | $154,777 | $89,753+72.4% | $107,525+43.9% | $84,808+82.5% |
| Participation rate | 77.8% | 68.1%+9.7pp | 75.1%+2.7pp | 68.3%+9.5pp |
| Annual return | 18.43% | 29.48%-11.1pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $5,465 | $3,113+75.5% | $3,754+45.6% | $2,631+107.7% |
| Participant deferral / active EE | $12,500 | $4,056+208.2% | $5,116+144.4% | $4,212+196.8% |
| Admin fee / account holder | $5,880 | $7,222-18.6% | $8,919-34.1% | $7,344-19.9% |