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 | $160,191 | $98,750+62.2% | $149,696+7.0% | $79,858+100.6% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 15.43% | 27.43%-12.0pp | 276.60%-261.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,313 | $3,216+3.0% | $4,644-28.7% | $2,471+34.1% |
| Participant deferral / active EE | $7,488 | $5,680+31.8% | $6,842+9.4% | $3,740+100.2% |
| Admin fee / account holder | $772 | $6,053-87.3% | $9,309-91.7% | $5,306-85.5% |