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 | $165,439 | $98,750+67.5% | $149,696+10.5% | $79,858+107.2% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.5%+14.3pp | 69.6%+27.1pp |
| Annual return | 14.33% | 27.43%-13.1pp | 276.60%-262.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,387 | $3,216-25.8% | $4,644-48.6% | $2,471-3.4% |
| Participant deferral / active EE | $8,111 | $5,680+42.8% | $6,842+18.5% | $3,740+116.9% |
| Admin fee / account holder | $19,312 | $6,053+219.1% | $9,309+107.5% | $5,306+263.9% |