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 | $159,626 | $78,422+103.5% | $95,952+66.4% | $79,858+99.9% |
| Participation rate | 82.5% | 73.5%+9.0pp | 77.1%+5.4pp | 69.6%+12.9pp |
| Annual return | 12.67% | 19.37%-6.7pp | 91.61%-78.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $554 | $1,945-71.5% | $2,541-78.2% | $2,471-77.6% |
| Participant deferral / active EE | $6,157 | $3,440+79.0% | $4,167+47.8% | $3,740+64.6% |
| Admin fee / account holder | $23,526 | $5,622+318.5% | $6,795+246.2% | $5,306+343.4% |