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 | $173,030 | $89,355+93.6% | $141,162+22.6% | $72,985+137.1% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.5%+15.0pp | 69.5%+27.9pp |
| Annual return | 22.83% | 111.85%-89.0pp | 71.39%-48.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $3,147 | $3,114+1.0% | $4,735-33.5% | $2,440+29.0% |
| Participant deferral / active EE | $5,966 | $5,418+10.1% | $6,709-11.1% | $3,607+65.4% |
| Admin fee / account holder | $469 | $5,958-92.1% | $10,261-95.4% | $5,124-90.8% |