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 | $157,942 | $73,004+116.3% | $90,749+74.0% | $68,494+130.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 18.72% | -13.81%+32.5pp | -12.16%+30.9pp | -7.84%+26.6pp |
| Employer contribution / active EE | $4,450 | $2,193+103.0% | $2,921+52.4% | $2,596+71.4% |
| Participant deferral / active EE | $6,015 | $3,627+65.9% | $4,564+31.8% | $4,027+49.4% |
| Admin fee / account holder | $22,346 | $5,896+279.0% | $8,445+164.6% | $5,403+313.6% |