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 | $175,930 | $98,750+78.2% | $149,696+17.5% | $79,858+120.3% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 19.95% | 27.43%-7.5pp | 276.60%-256.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $3,288 | $3,216+2.2% | $4,644-29.2% | $2,471+33.1% |
| Participant deferral / active EE | $5,391 | $5,680-5.1% | $6,842-21.2% | $3,740+44.1% |
| Admin fee / account holder | $3,080 | $6,053-49.1% | $9,309-66.9% | $5,306-42.0% |