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 | $154,129 | $101,724+51.5% | $164,813-6.5% | $80,856+90.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 16.90% | 16.72%+0.2pp | 69.93%-53.0pp | 35.59%-18.7pp |
| Employer contribution / active EE | $11,812 | $2,953+299.9% | $4,341+172.1% | $2,755+328.8% |
| Participant deferral / active EE | $11,612 | $4,477+159.4% | $6,031+92.5% | $4,296+170.3% |
| Admin fee / account holder | $4,201 | $8,227-48.9% | $12,690-66.9% | $6,918-39.3% |