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 | $168,769 | $85,766+96.8% | $136,294+23.8% | $70,131+140.6% |
| Participation rate | 96.1% | 74.2%+21.9pp | 81.9%+14.2pp | 69.5%+26.5pp |
| Annual return | 16.17% | 31.45%-15.3pp | 5155.94%-5139.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $2,654 | $2,966-10.5% | $4,695-43.5% | $2,342+13.3% |
| Participant deferral / active EE | $8,938 | $5,051+76.9% | $6,247+43.1% | $3,332+168.3% |
| Admin fee / account holder | $4,079 | $5,420-24.8% | $9,243-55.9% | $4,645-12.2% |