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 | $143,267 | $78,705+82.0% | $117,854+21.6% | $70,131+104.3% |
| Participation rate | 81.4% | 73.2%+8.2pp | 79.7%+1.7pp | 69.5%+11.8pp |
| Annual return | 16.18% | 23.30%-7.1pp | 335.08%-318.9pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,806 | $2,223-18.8% | $3,786-52.3% | $2,342-22.9% |
| Participant deferral / active EE | $10,275 | $3,297+211.6% | $4,482+129.3% | $3,332+208.4% |
| Admin fee / account holder | $4,830 | $5,065-4.6% | $8,020-39.8% | $4,645+4.0% |