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 | $114,760 | $77,899+47.3% | $149,673-23.3% | $75,163+52.7% |
| Participation rate | 80.6% | 65.6%+15.1pp | 78.8%+1.9pp | 67.2%+13.5pp |
| Annual return | 14.43% | 31.72%-17.3pp | 134.42%-120.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $8,882 | $3,137+183.1% | $4,818+84.4% | $2,670+232.7% |
| Participant deferral / active EE | $5,141 | $3,411+50.7% | $5,680-9.5% | $4,125+24.6% |
| Admin fee / account holder | $16,630 | $5,956+179.2% | $13,210+25.9% | $5,651+194.3% |