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 | $160,012 | $89,355+79.1% | $141,162+13.4% | $72,985+119.2% |
| Participation rate | 97.2% | 75.1%+22.1pp | 82.5%+14.8pp | 69.5%+27.7pp |
| Annual return | 22.60% | 111.85%-89.2pp | 71.39%-48.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $3,626 | $3,114+16.4% | $4,735-23.4% | $2,440+48.6% |
| Participant deferral / active EE | $6,486 | $5,418+19.7% | $6,709-3.3% | $3,607+79.8% |
| Admin fee / account holder | $2,219 | $5,958-62.8% | $10,261-78.4% | $5,124-56.7% |