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 | $152,211 | $77,899+95.4% | $149,673+1.7% | $75,163+102.5% |
| Participation rate | 86.7% | 65.6%+21.1pp | 78.8%+7.9pp | 67.2%+19.5pp |
| Annual return | 19.56% | 31.72%-12.2pp | 134.42%-114.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $3,944 | $3,137+25.7% | $4,818-18.1% | $2,670+47.7% |
| Participant deferral / active EE | $2,633 | $3,411-22.8% | $5,680-53.6% | $4,125-36.2% |
| Admin fee / account holder | $7,422 | $5,956+24.6% | $13,210-43.8% | $5,651+31.3% |