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 | $156,684 | $85,766+82.7% | $136,294+15.0% | $70,131+123.4% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 18.31% | 31.45%-13.1pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $4,689 | $2,966+58.1% | $4,695-0.1% | $2,342+100.2% |
| Participant deferral / active EE | $10,130 | $5,051+100.5% | $6,247+62.2% | $3,332+204.0% |
| Admin fee / account holder | $5,165 | $5,420-4.7% | $9,243-44.1% | $4,645+11.2% |