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 | $146,292 | $104,907+39.4% | $84,611+72.9% | $152,861-4.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 18.15% | 373.79%-355.6pp | 258.74%-240.6pp | 345.32%-327.2pp |
| Employer contribution / active EE | $3,304 | $3,302+0.1% | $2,652+24.6% | $4,762-30.6% |
| Participant deferral / active EE | $5,807 | $4,688+23.9% | $3,899+49.0% | $5,850-0.7% |
| Admin fee / account holder | $2,756 | $6,241-55.8% | $4,912-43.9% | $11,596-76.2% |