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 | $163,221 | $93,571+74.4% | $135,903+20.1% | $75,163+117.2% |
| Participation rate | 94.3% | 75.2%+19.1pp | 81.9%+12.4pp | 67.2%+27.1pp |
| Annual return | 20.61% | 30.90%-10.3pp | 68.23%-47.6pp | 160.62%-140.0pp |
| Employer contribution / active EE | $1,830 | $3,537-48.3% | $4,856-62.3% | $2,670-31.5% |
| Participant deferral / active EE | $12,109 | $6,404+89.1% | $7,758+56.1% | $4,125+193.5% |
| Admin fee / account holder | $5,587 | $6,975-19.9% | $10,762-48.1% | $5,651-1.1% |