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 | $161,064 | $98,750+63.1% | $149,696+7.6% | $79,858+101.7% |
| Participation rate | 81.4% | 75.8%+5.6pp | 82.5%-1.1pp | 69.6%+11.8pp |
| Annual return | 19.02% | 27.43%-8.4pp | 276.60%-257.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $4,279 | $3,216+33.0% | $4,644-7.9% | $2,471+73.2% |
| Participant deferral / active EE | $7,081 | $5,680+24.7% | $6,842+3.5% | $3,740+89.3% |
| Admin fee / account holder | $5,650 | $6,053-6.6% | $9,309-39.3% | $5,306+6.5% |