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 | $152,048 | $70,669+115.2% | $169,368-10.2% | $75,163+102.3% |
| Participation rate | 80.0% | 64.8%+15.2pp | 77.1%+2.9pp | 67.2%+12.8pp |
| Annual return | 20.44% | 36.36%-15.9pp | 405.60%-385.2pp | 160.62%-140.2pp |
| Employer contribution / active EE | $2,336 | $2,211+5.7% | $4,013-41.8% | $2,670-12.5% |
| Participant deferral / active EE | $4,517 | $4,311+4.8% | $6,221-27.4% | $4,125+9.5% |
| Admin fee / account holder | $2,524 | $5,402-53.3% | $9,003-72.0% | $5,651-55.3% |