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 6-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 | $171,485 | $95,803+79.0% | $113,168+51.5% | $84,808+102.2% |
| Participation rate | 87.2% | 72.9%+14.3pp | 76.6%+10.6pp | 68.3%+18.9pp |
| Annual return | 14.32% | 25.00%-10.7pp | 24.27%-9.9pp | 40.90%-26.6pp |
| Employer contribution / active EE | $4,112 | $2,360+74.2% | $2,975+38.2% | $2,631+56.3% |
| Participant deferral / active EE | $6,650 | $4,242+56.8% | $5,107+30.2% | $4,212+57.9% |
| Admin fee / account holder | $11,196 | $8,989+24.6% | $12,068-7.2% | $7,344+52.5% |