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 | $165,904 | $77,899+113.0% | $149,673+10.8% | $75,163+120.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.12% | 31.72%-16.6pp | 134.42%-119.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $5,082 | $3,137+62.0% | $4,818+5.5% | $2,670+90.4% |
| Participant deferral / active EE | $4,950 | $3,411+45.1% | $5,680-12.9% | $4,125+20.0% |
| Admin fee / account holder | $2,796 | $5,956-53.1% | $13,210-78.8% | $5,651-50.5% |