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 | $160,126 | $72,492+120.9% | $87,100+83.8% | $72,985+119.4% |
| Participation rate | 96.1% | 72.8%+23.3pp | 76.9%+19.2pp | 69.5%+26.6pp |
| Annual return | 22.68% | 24.46%-1.8pp | 28.19%-5.5pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,000 | $1,894-47.2% | $2,521-60.3% | $2,440-59.0% |
| Participant deferral / active EE | $4,913 | $3,270+50.3% | $4,049+21.3% | $3,607+36.2% |
| Admin fee / account holder | $2,795 | $5,055-44.7% | $7,497-62.7% | $5,124-45.5% |