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 | $180,606 | $98,750+82.9% | $149,696+20.6% | $79,858+126.2% |
| Participation rate | 97.8% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 16.72% | 27.43%-10.7pp | 276.60%-259.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $3,616 | $3,216+12.4% | $4,644-22.1% | $2,471+46.3% |
| Participant deferral / active EE | $6,598 | $5,680+16.2% | $6,842-3.6% | $3,740+76.4% |
| Admin fee / account holder | $8,267 | $6,053+36.6% | $9,309-11.2% | $5,306+55.8% |