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 | $173,865 | $98,750+76.1% | $149,696+16.1% | $79,858+117.7% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 18.24% | 27.43%-9.2pp | 276.60%-258.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $3,507 | $3,216+9.0% | $4,644-24.5% | $2,471+41.9% |
| Participant deferral / active EE | $8,264 | $5,680+45.5% | $6,842+20.8% | $3,740+121.0% |
| Admin fee / account holder | $10,038 | $6,053+65.8% | $9,309+7.8% | $5,306+89.2% |