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 | $146,534 | $78,422+86.9% | $95,952+52.7% | $79,858+83.5% |
| Participation rate | 93.2% | 73.5%+19.7pp | 77.1%+16.1pp | 69.6%+23.5pp |
| Annual return | 17.02% | 19.37%-2.4pp | 91.61%-74.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $3,678 | $1,945+89.1% | $2,541+44.8% | $2,471+48.9% |
| Participant deferral / active EE | $6,657 | $3,440+93.5% | $4,167+59.8% | $3,740+78.0% |
| Admin fee / account holder | $2,880 | $5,622-48.8% | $6,795-57.6% | $5,306-45.7% |