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 | $153,232 | $77,899+96.7% | $149,673+2.4% | $75,163+103.9% |
| Participation rate | 92.0% | 65.6%+26.4pp | 78.8%+13.2pp | 67.2%+24.8pp |
| Annual return | 14.52% | 31.72%-17.2pp | 134.42%-119.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $9,964 | $3,137+217.6% | $4,818+106.8% | $2,670+273.2% |
| Participant deferral / active EE | $10,022 | $3,411+193.8% | $5,680+76.4% | $4,125+143.0% |
| Admin fee / account holder | $4,174 | $5,956-29.9% | $13,210-68.4% | $5,651-26.1% |