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 | $163,674 | $84,233+94.3% | $170,442-4.0% | $70,131+133.4% |
| Participation rate | 81.8% | 70.8%+11.0pp | 83.6%-1.8pp | 69.5%+12.3pp |
| Annual return | 19.96% | 23.06%-3.1pp | 205.93%-186.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $5,506 | $3,387+62.6% | $5,433+1.3% | $2,342+135.0% |
| Participant deferral / active EE | $4,878 | $3,086+58.1% | $4,939-1.2% | $3,332+46.4% |
| Admin fee / account holder | $858 | $5,698-84.9% | $13,880-93.8% | $4,645-81.5% |