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 | $167,584 | $91,190+83.8% | $178,490-6.1% | $79,858+109.9% |
| Participation rate | 87.5% | 69.2%+18.3pp | 81.9%+5.6pp | 69.6%+17.9pp |
| Annual return | 20.24% | 24.19%-3.9pp | 151.07%-130.8pp | 31.71%-11.5pp |
| Employer contribution / active EE | $6,234 | $3,256+91.5% | $5,011+24.4% | $2,471+152.3% |
| Participant deferral / active EE | $4,739 | $3,236+46.5% | $5,202-8.9% | $3,740+26.7% |
| Admin fee / account holder | $1,495 | $6,751-77.8% | $13,984-89.3% | $5,306-71.8% |