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 | $176,265 | $78,422+124.8% | $95,952+83.7% | $79,858+120.7% |
| Participation rate | 78.8% | 73.5%+5.3pp | 77.1%+1.7pp | 69.6%+9.2pp |
| Annual return | 12.40% | 19.37%-7.0pp | 91.61%-79.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,910 | $1,945+49.6% | $2,541+14.5% | $2,471+17.8% |
| Participant deferral / active EE | $5,523 | $3,440+60.6% | $4,167+32.5% | $3,740+47.7% |
| Admin fee / account holder | $4,633 | $5,622-17.6% | $6,795-31.8% | $5,306-12.7% |