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 | $158,648 | $102,317+55.1% | $146,958+8.0% | $80,856+96.2% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 16.58% | 134.76%-118.2pp | 418.34%-401.8pp | 35.59%-19.0pp |
| Employer contribution / active EE | $3,076 | $3,713-17.2% | $4,933-37.6% | $2,755+11.7% |
| Participant deferral / active EE | $8,269 | $6,644+24.5% | $8,070+2.5% | $4,296+92.5% |
| Admin fee / account holder | $5,126 | $7,941-35.4% | $12,998-60.6% | $6,918-25.9% |