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 | $150,662 | $89,355+68.6% | $141,162+6.7% | $72,985+106.4% |
| Participation rate | 97.6% | 75.1%+22.4pp | 82.5%+15.1pp | 69.5%+28.1pp |
| Annual return | 21.74% | 111.85%-90.1pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $3,824 | $3,114+22.8% | $4,735-19.2% | $2,440+56.8% |
| Participant deferral / active EE | $6,151 | $5,418+13.5% | $6,709-8.3% | $3,607+70.5% |
| Admin fee / account holder | $5,560 | $5,958-6.7% | $10,261-45.8% | $5,124+8.5% |