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 | $158,322 | $72,492+118.4% | $87,100+81.8% | $72,985+116.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.91% | 24.46%-3.5pp | 28.19%-7.3pp | 81.00%-60.1pp |
| Employer contribution / active EE | $4,450 | $1,894+135.0% | $2,521+76.5% | $2,440+82.4% |
| Participant deferral / active EE | $4,809 | $3,270+47.1% | $4,049+18.8% | $3,607+33.3% |
| Admin fee / account holder | $5,045 | $5,055-0.2% | $7,497-32.7% | $5,124-1.5% |