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 | $151,223 | $98,750+53.1% | $149,696+1.0% | $79,858+89.4% |
| Participation rate | 96.2% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.6pp |
| Annual return | 68.97% | 27.43%+41.5pp | 276.60%-207.6pp | 31.71%+37.3pp |
| Employer contribution / active EE | $2,221 | $3,216-31.0% | $4,644-52.2% | $2,471-10.1% |
| Participant deferral / active EE | $6,235 | $5,680+9.8% | $6,842-8.9% | $3,740+66.7% |
| Admin fee / account holder | $2,124 | $6,053-64.9% | $9,309-77.2% | $5,306-60.0% |