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 | $156,245 | $111,754+39.8% | $103,333+51.2% | $145,922+7.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.90% | 24.77%-0.9pp | 24.88%-1.0pp | 561.29%-537.4pp |
| Employer contribution / active EE | $1,581 | $4,212-62.5% | $3,868-59.1% | $4,660-66.1% |
| Participant deferral / active EE | $2,900 | $5,619-48.4% | $5,057-42.7% | $6,688-56.6% |
| Admin fee / account holder | $17,871 | $9,750+83.3% | $8,355+113.9% | $13,397+33.4% |