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 | $161,749 | $98,750+63.8% | $149,696+8.1% | $79,858+102.5% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.5%+13.0pp | 69.6%+25.8pp |
| Annual return | 24.61% | 27.43%-2.8pp | 276.60%-252.0pp | 31.71%-7.1pp |
| Employer contribution / active EE | $3,530 | $3,216+9.7% | $4,644-24.0% | $2,471+42.9% |
| Participant deferral / active EE | $9,558 | $5,680+68.3% | $6,842+39.7% | $3,740+155.6% |
| Admin fee / account holder | $3,185 | $6,053-47.4% | $9,309-65.8% | $5,306-40.0% |