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 | $152,388 | $85,766+77.7% | $136,294+11.8% | $70,131+117.3% |
| Participation rate | 88.5% | 74.2%+14.4pp | 81.9%+6.6pp | 69.5%+19.0pp |
| Annual return | 16.15% | 31.45%-15.3pp | 5155.94%-5139.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $7,071 | $2,966+138.4% | $4,695+50.6% | $2,342+201.9% |
| Participant deferral / active EE | $5,676 | $5,051+12.4% | $6,247-9.1% | $3,332+70.4% |
| Admin fee / account holder | $4,495 | $5,420-17.1% | $9,243-51.4% | $4,645-3.2% |