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 | $176,007 | $98,750+78.2% | $149,696+17.6% | $79,858+120.4% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 13.80% | 27.43%-13.6pp | 276.60%-262.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,392 | $3,216-56.7% | $4,644-70.0% | $2,471-43.7% |
| Participant deferral / active EE | $5,609 | $5,680-1.3% | $6,842-18.0% | $3,740+50.0% |
| Admin fee / account holder | $3,847 | $6,053-36.4% | $9,309-58.7% | $5,306-27.5% |