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 | $153,481 | $89,355+71.8% | $141,162+8.7% | $72,985+110.3% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 21.67% | 111.85%-90.2pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $3,490 | $3,114+12.0% | $4,735-26.3% | $2,440+43.0% |
| Participant deferral / active EE | $10,293 | $5,418+90.0% | $6,709+53.4% | $3,607+185.3% |
| Admin fee / account holder | $5,784 | $5,958-2.9% | $10,261-43.6% | $5,124+12.9% |