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 | $164,237 | $85,766+91.5% | $136,294+20.5% | $70,131+134.2% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 19.75% | 31.45%-11.7pp | 5155.94%-5136.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $3,173 | $2,966+7.0% | $4,695-32.4% | $2,342+35.5% |
| Participant deferral / active EE | $9,540 | $5,051+88.9% | $6,247+52.7% | $3,332+186.4% |
| Admin fee / account holder | $3,918 | $5,420-27.7% | $9,243-57.6% | $4,645-15.7% |