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 | $159,871 | $89,355+78.9% | $141,162+13.3% | $72,985+119.0% |
| Participation rate | 84.6% | 75.1%+9.5pp | 82.5%+2.1pp | 69.5%+15.1pp |
| Annual return | 29.19% | 111.85%-82.7pp | 71.39%-42.2pp | 81.00%-51.8pp |
| Employer contribution / active EE | $3,243 | $3,114+4.1% | $4,735-31.5% | $2,440+32.9% |
| Participant deferral / active EE | $10,253 | $5,418+89.2% | $6,709+52.8% | $3,607+184.2% |
| Admin fee / account holder | $6,966 | $5,958+16.9% | $10,261-32.1% | $5,124+35.9% |