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 | $173,547 | $98,750+75.7% | $149,696+15.9% | $79,858+117.3% |
| Participation rate | 71.2% | 75.8%-4.6pp | 82.5%-11.3pp | 69.6%+1.6pp |
| Annual return | 17.04% | 27.43%-10.4pp | 276.60%-259.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $3,587 | $3,216+11.5% | $4,644-22.8% | $2,471+45.2% |
| Participant deferral / active EE | $6,390 | $5,680+12.5% | $6,842-6.6% | $3,740+70.9% |
| Admin fee / account holder | $1,235 | $6,053-79.6% | $9,309-86.7% | $5,306-76.7% |