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 | $161,454 | $98,750+63.5% | $149,696+7.9% | $79,858+102.2% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.5%+14.3pp | 69.6%+27.1pp |
| Annual return | 18.63% | 27.43%-8.8pp | 276.60%-258.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $5,173 | $3,216+60.8% | $4,644+11.4% | $2,471+109.4% |
| Participant deferral / active EE | $12,331 | $5,680+117.1% | $6,842+80.2% | $3,740+229.7% |
| Admin fee / account holder | $756 | $6,053-87.5% | $9,309-91.9% | $5,306-85.8% |