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 | $162,229 | $91,190+77.9% | $178,490-9.1% | $79,858+103.1% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 16.27% | 24.19%-7.9pp | 151.07%-134.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $7,182 | $3,256+120.6% | $5,011+43.3% | $2,471+190.7% |
| Participant deferral / active EE | $5,562 | $3,236+71.9% | $5,202+6.9% | $3,740+48.7% |
| Admin fee / account holder | $6,290 | $6,751-6.8% | $13,984-55.0% | $5,306+18.5% |