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 | $156,707 | $80,717+94.1% | $154,803+1.2% | $84,808+84.8% |
| Participation rate | 96.4% | 66.8%+29.6pp | 78.1%+18.4pp | 68.3%+28.1pp |
| Annual return | 18.92% | 37.96%-19.0pp | 58.88%-40.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $4,966 | $2,761+79.8% | $4,305+15.3% | $2,631+88.7% |
| Participant deferral / active EE | $11,445 | $3,303+246.5% | $5,540+106.6% | $4,212+171.7% |
| Admin fee / account holder | $4,497 | $6,746-33.3% | $14,329-68.6% | $7,344-38.8% |