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 | $159,573 | $107,334+48.7% | $92,893+71.8% | $152,861+4.4% |
| Participation rate | 95.8% | 79.8%+16.0pp | 76.0%+19.8pp | 82.4%+13.4pp |
| Annual return | 24.60% | 145.58%-121.0pp | 109.41%-84.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $8,930 | $4,221+111.5% | $3,653+144.5% | $4,762+87.5% |
| Participant deferral / active EE | $8,926 | $4,845+84.2% | $4,236+110.7% | $5,850+52.6% |
| Admin fee / account holder | $4,826 | $7,079-31.8% | $5,794-16.7% | $11,596-58.4% |