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 | $152,772 | $89,355+71.0% | $141,162+8.2% | $72,985+109.3% |
| Participation rate | 93.8% | 75.1%+18.6pp | 82.5%+11.3pp | 69.5%+24.3pp |
| Annual return | 50.50% | 111.85%-61.3pp | 71.39%-20.9pp | 81.00%-30.5pp |
| Employer contribution / active EE | $10,860 | $3,114+248.7% | $4,735+129.4% | $2,440+345.1% |
| Participant deferral / active EE | $8,803 | $5,418+62.5% | $6,709+31.2% | $3,607+144.0% |
| Admin fee / account holder | $4,822 | $5,958-19.1% | $10,261-53.0% | $5,124-5.9% |