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 | $162,118 | $85,766+89.0% | $136,294+18.9% | $70,131+131.2% |
| Participation rate | 90.3% | 74.2%+16.2pp | 81.9%+8.4pp | 69.5%+20.8pp |
| Annual return | 18.41% | 31.45%-13.0pp | 5155.94%-5137.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $7,364 | $2,966+148.3% | $4,695+56.8% | $2,342+214.4% |
| Participant deferral / active EE | $4,961 | $5,051-1.8% | $6,247-20.6% | $3,332+48.9% |
| Admin fee / account holder | $2,466 | $5,420-54.5% | $9,243-73.3% | $4,645-46.9% |