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 | $152,604 | $100,041+52.5% | $149,718+1.9% | $70,131+117.6% |
| Participation rate | 74.6% | 83.6%-9.0pp | 87.1%-12.4pp | 69.5%+5.1pp |
| Annual return | 14.30% | 27.43%-13.1pp | 1501.63%-1487.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $5,720 | $3,662+56.2% | $5,445+5.1% | $2,342+144.2% |
| Participant deferral / active EE | $4,721 | $4,983-5.2% | $6,569-28.1% | $3,332+41.7% |
| Admin fee / account holder | $5,425 | $8,286-34.5% | $11,283-51.9% | $4,645+16.8% |