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 7-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 | $161,007 | $55,706+189.0% | $75,886+112.2% | $72,985+120.6% |
| Participation rate | 74.3% | 61.1%+13.2pp | 69.3%+5.0pp | 69.5%+4.8pp |
| Annual return | 23.66% | 27.59%-3.9pp | 30.76%-7.1pp | 81.00%-57.3pp |
| Employer contribution / active EE | $5,127 | $1,687+204.0% | $2,500+105.1% | $2,440+110.1% |
| Participant deferral / active EE | $10,672 | $2,634+305.2% | $3,603+196.2% | $3,607+195.8% |
| Admin fee / account holder | $35,460 | $3,978+791.3% | $5,418+554.4% | $5,124+592.0% |