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 | $166,844 | $54,705+205.0% | $71,209+134.3% | $84,808+96.7% |
| Participation rate | 92.0% | 64.1%+27.9pp | 73.8%+18.2pp | 68.3%+23.7pp |
| Annual return | 25.35% | 35.90%-10.6pp | 282.51%-257.2pp | 40.90%-15.5pp |
| Employer contribution / active EE | $6,366 | $2,158+195.0% | $2,721+134.0% | $2,631+142.0% |
| Participant deferral / active EE | $10,590 | $3,030+249.4% | $4,175+153.6% | $4,212+151.4% |
| Admin fee / account holder | $4,764 | $4,863-2.0% | $5,349-10.9% | $7,344-35.1% |