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 | $140,853 | $62,573+125.1% | $85,682+64.4% | $85,850+64.1% |
| Participation rate | 81.4% | 61.1%+20.2pp | 69.9%+11.5pp | 69.3%+12.0pp |
| Annual return | 17.71% | 23.77%-6.1pp | 21.49%-3.8pp | 318.53%-300.8pp |
| Employer contribution / active EE | $2,632 | $1,757+49.8% | $2,618+0.5% | $2,565+2.6% |
| Participant deferral / active EE | $6,394 | $2,802+128.2% | $3,923+63.0% | $3,952+61.8% |
| Admin fee / account holder | $1,503 | $4,640-67.6% | $6,873-78.1% | $6,260-76.0% |