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 | $158,321 | $80,717+96.1% | $154,803+2.3% | $84,808+86.7% |
| Participation rate | 98.8% | 66.8%+31.9pp | 78.1%+20.7pp | 68.3%+30.4pp |
| Annual return | 16.05% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,120 | $2,761-23.2% | $4,305-50.8% | $2,631-19.4% |
| Participant deferral / active EE | $5,503 | $3,303+66.6% | $5,540-0.7% | $4,212+30.7% |
| Admin fee / account holder | $4,920 | $6,746-27.1% | $14,329-65.7% | $7,344-33.0% |