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 | $171,889 | $98,750+74.1% | $149,696+14.8% | $79,858+115.2% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.5pp |
| Annual return | 16.69% | 27.43%-10.7pp | 276.60%-259.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $5,753 | $3,216+78.9% | $4,644+23.9% | $2,471+132.8% |
| Participant deferral / active EE | $10,676 | $5,680+87.9% | $6,842+56.0% | $3,740+185.4% |
| Admin fee / account holder | $1,311 | $6,053-78.3% | $9,309-85.9% | $5,306-75.3% |