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 | $182,869 | $98,750+85.2% | $149,696+22.2% | $79,858+129.0% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.5%-8.4pp | 69.6%+4.4pp |
| Annual return | 21.70% | 27.43%-5.7pp | 276.60%-254.9pp | 31.71%-10.0pp |
| Employer contribution / active EE | $4,614 | $3,216+43.5% | $4,644-0.6% | $2,471+86.8% |
| Participant deferral / active EE | $9,554 | $5,680+68.2% | $6,842+39.6% | $3,740+155.4% |
| Admin fee / account holder | $23,042 | $6,053+280.7% | $9,309+147.5% | $5,306+334.2% |