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 | $155,770 | $85,766+81.6% | $136,294+14.3% | $70,131+122.1% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 16.46% | 31.45%-15.0pp | 5155.94%-5139.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $2,826 | $2,966-4.7% | $4,695-39.8% | $2,342+20.7% |
| Participant deferral / active EE | $3,876 | $5,051-23.3% | $6,247-38.0% | $3,332+16.3% |
| Admin fee / account holder | $3,290 | $5,420-39.3% | $9,243-64.4% | $4,645-29.2% |