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 | $153,158 | $98,750+55.1% | $149,696+2.3% | $79,858+91.8% |
| Participation rate | 91.5% | 75.8%+15.7pp | 82.5%+9.0pp | 69.6%+21.9pp |
| Annual return | 13.64% | 27.43%-13.8pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $4,102 | $3,216+27.5% | $4,644-11.7% | $2,471+66.0% |
| Participant deferral / active EE | $7,821 | $5,680+37.7% | $6,842+14.3% | $3,740+109.1% |
| Admin fee / account holder | $8,163 | $6,053+34.9% | $9,309-12.3% | $5,306+53.8% |