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 | $155,073 | $85,766+80.8% | $136,294+13.8% | $70,131+121.1% |
| Participation rate | 86.4% | 74.2%+12.3pp | 81.9%+4.5pp | 69.5%+16.9pp |
| Annual return | 15.21% | 31.45%-16.2pp | 5155.94%-5140.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $6,239 | $2,966+110.3% | $4,695+32.9% | $2,342+166.3% |
| Participant deferral / active EE | $4,767 | $5,051-5.6% | $6,247-23.7% | $3,332+43.1% |
| Admin fee / account holder | $1,793 | $5,420-66.9% | $9,243-80.6% | $4,645-61.4% |