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 | $162,337 | $85,202+90.5% | $172,739-6.0% | $72,985+122.4% |
| Participation rate | 93.9% | 70.1%+23.9pp | 82.6%+11.3pp | 69.5%+24.5pp |
| Annual return | 18.55% | 27.32%-8.8pp | 802.84%-784.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $3,575 | $3,324+7.5% | $5,143-30.5% | $2,440+46.5% |
| Participant deferral / active EE | $4,923 | $3,260+51.0% | $5,198-5.3% | $3,607+36.5% |
| Admin fee / account holder | $303 | $5,884-94.9% | $13,954-97.8% | $5,124-94.1% |