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 | $166,164 | $98,750+68.3% | $149,696+11.0% | $79,858+108.1% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 22.79% | 27.43%-4.6pp | 276.60%-253.8pp | 31.71%-8.9pp |
| Employer contribution / active EE | $1,890 | $3,216-41.2% | $4,644-59.3% | $2,471-23.5% |
| Participant deferral / active EE | $8,668 | $5,680+52.6% | $6,842+26.7% | $3,740+131.8% |
| Admin fee / account holder | $4,087 | $6,053-32.5% | $9,309-56.1% | $5,306-23.0% |