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 | $152,207 | $76,552+98.8% | $123,892+22.9% | $62,891+142.0% |
| Participation rate | 94.9% | 73.0%+21.9pp | 81.4%+13.5pp | 69.3%+25.6pp |
| Annual return | 7.97% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $4,735 | $2,883+64.3% | $4,617+2.6% | $2,281+107.6% |
| Participant deferral / active EE | $6,338 | $4,840+30.9% | $5,984+5.9% | $3,203+97.9% |
| Admin fee / account holder | $2,581 | $4,826-46.5% | $8,357-69.1% | $4,296-39.9% |