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 7-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 | $162,394 | $98,750+64.5% | $149,696+8.5% | $79,858+103.4% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.5%+8.1pp | 69.6%+21.0pp |
| Annual return | 17.99% | 27.43%-9.4pp | 276.60%-258.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $629 | $3,216-80.4% | $4,644-86.5% | $2,471-74.5% |
| Participant deferral / active EE | $4,370 | $5,680-23.1% | $6,842-36.1% | $3,740+16.8% |
| Admin fee / account holder | $1,740 | $6,053-71.2% | $9,309-81.3% | $5,306-67.2% |