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 | $164,534 | $85,766+91.8% | $136,294+20.7% | $70,131+134.6% |
| Participation rate | 95.8% | 74.2%+21.7pp | 81.9%+13.9pp | 69.5%+26.3pp |
| Annual return | 15.29% | 31.45%-16.2pp | 5155.94%-5140.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $6,256 | $2,966+110.9% | $4,695+33.2% | $2,342+167.1% |
| Participant deferral / active EE | $8,170 | $5,051+61.7% | $6,247+30.8% | $3,332+145.2% |
| Admin fee / account holder | $310 | $5,420-94.3% | $9,243-96.6% | $4,645-93.3% |