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 | $153,828 | $109,881+40.0% | $150,045+2.5% | $84,808+81.4% |
| Participation rate | 91.9% | 76.1%+15.8pp | 82.3%+9.6pp | 68.3%+23.6pp |
| Annual return | 18.45% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $4,242 | $3,561+19.1% | $4,693-9.6% | $2,631+61.2% |
| Participant deferral / active EE | $9,977 | $6,636+50.4% | $7,997+24.8% | $4,212+136.9% |
| Admin fee / account holder | $3,221 | $8,568-62.4% | $13,435-76.0% | $7,344-56.1% |