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 | $157,816 | $74,888+110.7% | $71,209+121.6% | $142,382+10.8% |
| Participation rate | 90.5% | 76.2%+14.3pp | 73.8%+16.7pp | 80.1%+10.4pp |
| Annual return | 18.84% | 345.14%-326.3pp | 282.51%-263.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,994 | $2,854+75.0% | $2,721+83.5% | $4,299+16.2% |
| Participant deferral / active EE | $13,162 | $4,454+195.5% | $4,175+215.3% | $6,507+102.3% |
| Admin fee / account holder | $4,410 | $5,568-20.8% | $5,349-17.5% | $12,624-65.1% |