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 | $168,580 | $87,841+91.9% | $133,980+25.8% | $62,891+168.1% |
| Participation rate | 78.0% | 83.4%-5.4pp | 87.1%-9.1pp | 69.3%+8.7pp |
| Annual return | 9.28% | 12.05%-2.8pp | 29.30%-20.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $4,449 | $3,483+27.7% | $5,211-14.6% | $2,281+95.1% |
| Participant deferral / active EE | $10,236 | $4,812+112.7% | $6,282+63.0% | $3,203+219.6% |
| Admin fee / account holder | $18,335 | $5,371+241.4% | $9,324+96.6% | $4,296+326.8% |