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 | $172,220 | $59,101+191.4% | $77,163+123.2% | $75,163+129.1% |
| Participation rate | 88.0% | 63.9%+24.1pp | 69.6%+18.4pp | 67.2%+20.8pp |
| Annual return | 13.18% | 26.71%-13.5pp | 37.87%-24.7pp | 160.62%-147.4pp |
| Employer contribution / active EE | $3,417 | $1,995+71.3% | $2,535+34.8% | $2,670+28.0% |
| Participant deferral / active EE | $6,771 | $2,999+125.8% | $3,833+76.6% | $4,125+64.1% |
| Admin fee / account holder | $3,987 | $4,774-16.5% | $5,472-27.1% | $5,651-29.4% |