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 | $158,401 | $109,327+44.9% | $89,391+77.2% | $158,922-0.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.73% | 345.68%-330.9pp | 245.62%-230.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $4,432 | $3,170+39.8% | $2,586+71.4% | $4,761-6.9% |
| Participant deferral / active EE | $5,382 | $4,598+17.0% | $3,890+38.4% | $5,982-10.0% |
| Admin fee / account holder | $2,261 | $6,153-63.3% | $4,881-53.7% | $11,246-79.9% |