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 | $154,800 | $91,552+69.1% | $133,956+15.6% | $79,858+93.8% |
| Participation rate | 73.5% | 73.3%+0.1pp | 79.8%-6.3pp | 69.6%+3.9pp |
| Annual return | 18.68% | 61.85%-43.2pp | 45.09%-26.4pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,801 | $2,384+17.5% | $3,919-28.5% | $2,471+13.4% |
| Participant deferral / active EE | $5,776 | $3,733+54.7% | $5,048+14.4% | $3,740+54.4% |
| Admin fee / account holder | $9,987 | $6,321+58.0% | $8,927+11.9% | $5,306+88.2% |