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 | $152,830 | $98,750+54.8% | $149,696+2.1% | $79,858+91.4% |
| Participation rate | 80.4% | 75.8%+4.6pp | 82.5%-2.1pp | 69.6%+10.7pp |
| Annual return | 23.05% | 27.43%-4.4pp | 276.60%-253.5pp | 31.71%-8.7pp |
| Employer contribution / active EE | $3,050 | $3,216-5.2% | $4,644-34.3% | $2,471+23.5% |
| Participant deferral / active EE | $8,723 | $5,680+53.6% | $6,842+27.5% | $3,740+133.2% |
| Admin fee / account holder | $8,831 | $6,053+45.9% | $9,309-5.1% | $5,306+66.4% |