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 | $174,678 | $94,031+85.8% | $115,768+50.9% | $82,448+111.9% |
| Participation rate | 73.8% | 70.4%+3.4pp | 74.4%-0.6pp | 68.1%+5.7pp |
| Annual return | 14.20% | 20.61%-6.4pp | 100.46%-86.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $3,315 | $2,323+42.7% | $2,940+12.7% | $2,551+29.9% |
| Participant deferral / active EE | $6,784 | $3,972+70.8% | $4,917+38.0% | $4,139+63.9% |
| Admin fee / account holder | $4,678 | $10,249-54.4% | $12,439-62.4% | $7,234-35.3% |