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 | $154,472 | $85,766+80.1% | $136,294+13.3% | $70,131+120.3% |
| Participation rate | 92.0% | 74.2%+17.8pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 18.90% | 31.45%-12.6pp | 5155.94%-5137.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $4,694 | $2,966+58.3% | $4,6950% | $2,342+100.4% |
| Participant deferral / active EE | $4,617 | $5,051-8.6% | $6,247-26.1% | $3,332+38.6% |
| Admin fee / account holder | $5,821 | $5,420+7.4% | $9,243-37.0% | $4,645+25.3% |