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 | $155,920 | $111,754+39.5% | $103,333+50.9% | $145,922+6.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.63% | 24.77%-1.1pp | 24.88%-1.3pp | 561.29%-537.7pp |
| Employer contribution / active EE | $1,948 | $4,212-53.7% | $3,868-49.6% | $4,660-58.2% |
| Participant deferral / active EE | $3,868 | $5,619-31.2% | $5,057-23.5% | $6,688-42.2% |
| Admin fee / account holder | $3,046 | $9,750-68.8% | $8,355-63.5% | $13,397-77.3% |