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 | $164,232 | $98,750+66.3% | $149,696+9.7% | $79,858+105.7% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.5%+5.4pp | 69.6%+18.2pp |
| Annual return | 14.51% | 27.43%-12.9pp | 276.60%-262.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,496 | $3,216-22.4% | $4,644-46.2% | $2,471+1.0% |
| Participant deferral / active EE | $6,395 | $5,680+12.6% | $6,842-6.5% | $3,740+71.0% |
| Admin fee / account holder | $1,244 | $6,053-79.5% | $9,309-86.6% | $5,306-76.6% |