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 | $175,576 | $102,317+71.6% | $146,958+19.5% | $80,856+117.1% |
| Participation rate | 74.0% | 75.8%-1.8pp | 82.2%-8.1pp | 67.6%+6.4pp |
| Annual return | 22.19% | 134.76%-112.6pp | 418.34%-396.1pp | 35.59%-13.4pp |
| Employer contribution / active EE | $3,273 | $3,713-11.9% | $4,933-33.7% | $2,755+18.8% |
| Participant deferral / active EE | $7,608 | $6,644+14.5% | $8,070-5.7% | $4,296+77.1% |
| Admin fee / account holder | $4,679 | $7,941-41.1% | $12,998-64.0% | $6,918-32.4% |