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 | $160,647 | $109,881+46.2% | $150,045+7.1% | $84,808+89.4% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 17.54% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $4,212 | $3,561+18.3% | $4,693-10.2% | $2,631+60.1% |
| Participant deferral / active EE | $12,817 | $6,636+93.2% | $7,997+60.3% | $4,212+204.3% |
| Admin fee / account holder | $40,711 | $8,568+375.1% | $13,435+203.0% | $7,344+454.4% |