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 | $148,949 | $74,888+98.9% | $71,209+109.2% | $142,382+4.6% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 16.59% | 345.14%-328.5pp | 282.51%-265.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,989 | $2,854+109.8% | $2,721+120.1% | $4,299+39.3% |
| Participant deferral / active EE | $5,629 | $4,454+26.4% | $4,175+34.8% | $6,507-13.5% |
| Admin fee / account holder | $2,472 | $5,568-55.6% | $5,349-53.8% | $12,624-80.4% |