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 | $177,212 | $98,750+79.5% | $149,696+18.4% | $79,858+121.9% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+26.9pp |
| Annual return | 16.21% | 27.43%-11.2pp | 276.60%-260.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $3,910 | $3,216+21.6% | $4,644-15.8% | $2,471+58.3% |
| Participant deferral / active EE | $7,881 | $5,680+38.7% | $6,842+15.2% | $3,740+110.7% |
| Admin fee / account holder | $3,652 | $6,053-39.7% | $9,309-60.8% | $5,306-31.2% |