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 | $158,610 | $98,750+60.6% | $149,696+6.0% | $79,858+98.6% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.5%+14.5pp | 69.6%+27.3pp |
| Annual return | 12.38% | 27.43%-15.0pp | 276.60%-264.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,901 | $3,216-9.8% | $4,644-37.5% | $2,471+17.4% |
| Participant deferral / active EE | $3,927 | $5,680-30.9% | $6,842-42.6% | $3,740+5.0% |
| Admin fee / account holder | $8,392 | $6,053+38.7% | $9,309-9.8% | $5,306+58.2% |