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 | $160,298 | $85,766+86.9% | $136,294+17.6% | $70,131+128.6% |
| Participation rate | 97.8% | 74.2%+23.6pp | 81.9%+15.9pp | 69.5%+28.3pp |
| Annual return | 19.48% | 31.45%-12.0pp | 5155.94%-5136.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $3,945 | $2,966+33.0% | $4,695-16.0% | $2,342+68.4% |
| Participant deferral / active EE | $7,409 | $5,051+46.7% | $6,247+18.6% | $3,332+122.4% |
| Admin fee / account holder | $4,107 | $5,420-24.2% | $9,243-55.6% | $4,645-11.6% |