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 | $156,496 | $77,899+100.9% | $149,673+4.6% | $75,163+108.2% |
| Participation rate | 88.9% | 65.6%+23.3pp | 78.8%+10.1pp | 67.2%+21.7pp |
| Annual return | 17.73% | 31.72%-14.0pp | 134.42%-116.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $5,832 | $3,137+85.9% | $4,818+21.1% | $2,670+118.5% |
| Participant deferral / active EE | $7,496 | $3,411+119.8% | $5,680+32.0% | $4,125+81.7% |
| Admin fee / account holder | $4,347 | $5,956-27.0% | $13,210-67.1% | $5,651-23.1% |