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 | $162,515 | $85,766+89.5% | $136,294+19.2% | $70,131+131.7% |
| Participation rate | 92.0% | 74.2%+17.8pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 20.52% | 31.45%-10.9pp | 5155.94%-5135.4pp | 73.14%-52.6pp |
| Employer contribution / active EE | $4,825 | $2,966+62.7% | $4,695+2.8% | $2,342+106.0% |
| Participant deferral / active EE | $6,992 | $5,051+38.4% | $6,247+11.9% | $3,332+109.9% |
| Admin fee / account holder | $1,667 | $5,420-69.2% | $9,243-82.0% | $4,645-64.1% |