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 | $156,209 | $109,413+42.8% | $156,2630% | $84,808+84.2% |
| Participation rate | 88.5% | 72.7%+15.8pp | 78.9%+9.6pp | 68.3%+20.2pp |
| Annual return | 14.32% | 20.18%-5.9pp | 59.47%-45.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,548 | $2,907+22.1% | $4,333-18.1% | $2,631+34.9% |
| Participant deferral / active EE | $5,600 | $4,590+22.0% | $6,158-9.1% | $4,212+33.0% |
| Admin fee / account holder | $5,264 | $9,357-43.7% | $14,255-63.1% | $7,344-28.3% |