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 | $158,594 | $101,883+55.7% | $453,369-65.0% | $85,850+84.7% |
| Participation rate | 100.0% | 72.3%+27.7pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 20.30% | 25.38%-5.1pp | 64.40%-44.1pp | 318.53%-298.2pp |
| Employer contribution / active EE | $2,388 | $2,847-16.1% | $4,070-41.3% | $2,565-6.9% |
| Participant deferral / active EE | $3,591 | $4,782-24.9% | $6,209-42.2% | $3,952-9.1% |
| Admin fee / account holder | $6,979 | $5,706+22.3% | $11,209-37.7% | $6,260+11.5% |