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 | $158,959 | $99,985+59.0% | $146,665+8.4% | $85,850+85.2% |
| Participation rate | 95.6% | 73.1%+22.5pp | 80.1%+15.5pp | 69.3%+26.2pp |
| Annual return | 15.00% | 18.93%-3.9pp | 22.74%-7.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $5,907 | $2,559+130.9% | $4,136+42.8% | $2,565+130.3% |
| Participant deferral / active EE | $6,532 | $4,006+63.1% | $5,506+18.6% | $3,952+65.3% |
| Admin fee / account holder | $5,616 | $7,702-27.1% | $10,280-45.4% | $6,260-10.3% |