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 | $145,771 | $98,750+47.6% | $149,696-2.6% | $79,858+82.5% |
| Participation rate | 79.1% | 75.8%+3.3pp | 82.5%-3.4pp | 69.6%+9.5pp |
| Annual return | 43.48% | 27.43%+16.1pp | 276.60%-233.1pp | 31.71%+11.8pp |
| Employer contribution / active EE | $3,038 | $3,216-5.5% | $4,644-34.6% | $2,471+23.0% |
| Participant deferral / active EE | $6,787 | $5,680+19.5% | $6,842-0.8% | $3,740+81.5% |
| Admin fee / account holder | $1,878 | $6,053-69.0% | $9,309-79.8% | $5,306-64.6% |