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 | $182,637 | $98,750+84.9% | $149,696+22.0% | $79,858+128.7% |
| Participation rate | 93.0% | 75.8%+17.3pp | 82.5%+10.5pp | 69.6%+23.4pp |
| Annual return | 13.60% | 27.43%-13.8pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $6,868 | $3,216+113.5% | $4,644+47.9% | $2,471+178.0% |
| Participant deferral / active EE | $8,898 | $5,680+56.7% | $6,842+30.1% | $3,740+137.9% |
| Admin fee / account holder | $1,199 | $6,053-80.2% | $9,309-87.1% | $5,306-77.4% |