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 | $160,319 | $89,355+79.4% | $141,162+13.6% | $72,985+119.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.71% | 111.85%-88.1pp | 71.39%-47.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $3,768 | $3,114+21.0% | $4,735-20.4% | $2,440+54.4% |
| Participant deferral / active EE | $5,754 | $5,418+6.2% | $6,709-14.2% | $3,607+59.5% |
| Admin fee / account holder | $9,682 | $5,958+62.5% | $10,261-5.6% | $5,124+88.9% |