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 | $146,077 | $98,750+47.9% | $149,696-2.4% | $79,858+82.9% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.5%+10.2pp | 69.6%+23.1pp |
| Annual return | 12.90% | 27.43%-14.5pp | 276.60%-263.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $4,335 | $3,216+34.8% | $4,644-6.7% | $2,471+75.5% |
| Participant deferral / active EE | $9,670 | $5,680+70.2% | $6,842+41.3% | $3,740+158.6% |
| Admin fee / account holder | $742 | $6,053-87.7% | $9,309-92.0% | $5,306-86.0% |