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 | $171,101 | $74,888+128.5% | $71,209+140.3% | $142,382+20.2% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 17.19% | 345.14%-327.9pp | 282.51%-265.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $5,163 | $2,854+80.9% | $2,721+89.7% | $4,299+20.1% |
| Participant deferral / active EE | $8,500 | $4,454+90.8% | $4,175+103.6% | $6,507+30.6% |
| Admin fee / account holder | $4,469 | $5,568-19.7% | $5,349-16.4% | $12,624-64.6% |