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 | $151,426 | $89,753+68.7% | $107,525+40.8% | $84,808+78.6% |
| Participation rate | 72.4% | 68.1%+4.4pp | 75.1%-2.7pp | 68.3%+4.1pp |
| Annual return | 41.23% | 29.48%+11.8pp | 181.32%-140.1pp | 40.90%+0.3pp |
| Employer contribution / active EE | $1,848 | $3,113-40.6% | $3,754-50.8% | $2,631-29.7% |
| Participant deferral / active EE | $3,086 | $4,056-23.9% | $5,116-39.7% | $4,212-26.7% |
| Admin fee / account holder | $1,572 | $7,222-78.2% | $8,919-82.4% | $7,344-78.6% |