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 | $152,512 | $98,750+54.4% | $149,696+1.9% | $79,858+91.0% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.5%+1.6pp | 69.6%+14.5pp |
| Annual return | 21.77% | 27.43%-5.7pp | 276.60%-254.8pp | 31.71%-9.9pp |
| Employer contribution / active EE | $1,273 | $3,216-60.4% | $4,644-72.6% | $2,471-48.5% |
| Participant deferral / active EE | $7,179 | $5,680+26.4% | $6,842+4.9% | $3,740+92.0% |
| Admin fee / account holder | $17,570 | $6,053+190.3% | $9,309+88.7% | $5,306+231.1% |