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 | $156,050 | $89,753+73.9% | $107,525+45.1% | $84,808+84.0% |
| Participation rate | 76.5% | 68.1%+8.5pp | 75.1%+1.5pp | 68.3%+8.2pp |
| Annual return | 15.79% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,764 | $3,113+20.9% | $3,754+0.3% | $2,631+43.1% |
| Participant deferral / active EE | $9,131 | $4,056+125.1% | $5,116+78.5% | $4,212+116.8% |
| Admin fee / account holder | $24,729 | $7,222+242.4% | $8,919+177.3% | $7,344+236.7% |