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 | $158,769 | $98,750+60.8% | $149,696+6.1% | $79,858+98.8% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 12.99% | 27.43%-14.4pp | 276.60%-263.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $3,560 | $3,216+10.7% | $4,644-23.3% | $2,471+44.1% |
| Participant deferral / active EE | $6,555 | $5,680+15.4% | $6,842-4.2% | $3,740+75.3% |
| Admin fee / account holder | $7,172 | $6,053+18.5% | $9,309-23.0% | $5,306+35.2% |