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 | $150,058 | $89,355+67.9% | $141,162+6.3% | $72,985+105.6% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.5%+5.0pp | 69.5%+18.0pp |
| Annual return | 21.65% | 111.85%-90.2pp | 71.39%-49.7pp | 81.00%-59.4pp |
| Employer contribution / active EE | $3,513 | $3,114+12.8% | $4,735-25.8% | $2,440+44.0% |
| Participant deferral / active EE | $9,232 | $5,418+70.4% | $6,709+37.6% | $3,607+155.9% |
| Admin fee / account holder | $1,787 | $5,958-70.0% | $10,261-82.6% | $5,124-65.1% |