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 | $171,580 | $85,202+101.4% | $172,739-0.7% | $72,985+135.1% |
| Participation rate | 84.9% | 70.1%+14.8pp | 82.6%+2.3pp | 69.5%+15.4pp |
| Annual return | 20.93% | 27.32%-6.4pp | 802.84%-781.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $3,545 | $3,324+6.6% | $5,143-31.1% | $2,440+45.3% |
| Participant deferral / active EE | $1,530 | $3,260-53.1% | $5,198-70.6% | $3,607-57.6% |
| Admin fee / account holder | $4,527 | $5,884-23.1% | $13,954-67.6% | $5,124-11.7% |