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 | $158,345 | $89,355+77.2% | $141,162+12.2% | $72,985+117.0% |
| Participation rate | 97.2% | 75.1%+22.1pp | 82.5%+14.8pp | 69.5%+27.7pp |
| Annual return | 20.56% | 111.85%-91.3pp | 71.39%-50.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $3,784 | $3,114+21.5% | $4,735-20.1% | $2,440+55.1% |
| Participant deferral / active EE | $7,778 | $5,418+43.6% | $6,709+15.9% | $3,607+115.6% |
| Admin fee / account holder | $1,759 | $5,958-70.5% | $10,261-82.9% | $5,124-65.7% |