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 | $164,302 | $102,317+60.6% | $146,958+11.8% | $80,856+103.2% |
| Participation rate | 89.6% | 75.8%+13.8pp | 82.2%+7.4pp | 67.6%+21.9pp |
| Annual return | 13.14% | 134.76%-121.6pp | 418.34%-405.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,448 | $3,713-7.1% | $4,933-30.1% | $2,755+25.1% |
| Participant deferral / active EE | $8,939 | $6,644+34.5% | $8,070+10.8% | $4,296+108.1% |
| Admin fee / account holder | $8,991 | $7,941+13.2% | $12,998-30.8% | $6,918+30.0% |