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 | $152,389 | $57,541+164.8% | $95,745+59.2% | $75,163+102.7% |
| Participation rate | 88.0% | 62.5%+25.5pp | 72.3%+15.7pp | 67.2%+20.8pp |
| Annual return | 14.52% | 34.93%-20.4pp | 28.35%-13.8pp | 160.62%-146.1pp |
| Employer contribution / active EE | $4,691 | $1,808+159.5% | $2,835+65.5% | $2,670+75.7% |
| Participant deferral / active EE | $6,571 | $3,074+113.8% | $4,245+54.8% | $4,125+59.3% |
| Admin fee / account holder | $865 | $4,099-78.9% | $5,678-84.8% | $5,651-84.7% |