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 | $157,311 | $106,515+47.7% | $96,683+62.7% | $139,434+12.8% |
| Participation rate | 85.0% | 77.8%+7.2pp | 74.3%+10.7pp | 80.3%+4.7pp |
| Annual return | 18.10% | 38.43%-20.3pp | 35.69%-17.6pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,333 | $4,103-18.8% | $3,737-10.8% | $4,751-29.8% |
| Participant deferral / active EE | $9,331 | $5,454+71.1% | $4,878+91.3% | $6,710+39.1% |
| Admin fee / account holder | $12,907 | $7,877+63.9% | $6,730+91.8% | $11,403+13.2% |