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 | $154,140 | $85,766+79.7% | $136,294+13.1% | $70,131+119.8% |
| Participation rate | 92.4% | 74.2%+18.2pp | 81.9%+10.5pp | 69.5%+22.9pp |
| Annual return | 23.33% | 31.45%-8.1pp | 5155.94%-5132.6pp | 73.14%-49.8pp |
| Employer contribution / active EE | $6,322 | $2,966+113.1% | $4,695+34.6% | $2,342+169.9% |
| Participant deferral / active EE | $6,558 | $5,051+29.8% | $6,247+5.0% | $3,332+96.8% |
| Admin fee / account holder | $4,416 | $5,420-18.5% | $9,243-52.2% | $4,645-4.9% |