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 | $145,890 | $81,208+79.6% | $98,907+47.5% | $79,858+82.7% |
| Participation rate | 81.5% | 72.5%+9.0pp | 76.0%+5.5pp | 69.6%+11.8pp |
| Annual return | 13.42% | 60.99%-47.6pp | 196.43%-183.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $7,092 | $1,960+261.9% | $2,689+163.7% | $2,471+187.0% |
| Participant deferral / active EE | $6,330 | $3,265+93.9% | $4,244+49.1% | $3,740+69.2% |
| Admin fee / account holder | $4,504 | $6,013-25.1% | $6,642-32.2% | $5,306-15.1% |