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 | $138,499 | $93,571+48.0% | $135,903+1.9% | $75,163+84.3% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.6pp | 67.2%+29.4pp |
| Annual return | 16.27% | 30.90%-14.6pp | 68.23%-52.0pp | 160.62%-144.3pp |
| Employer contribution / active EE | $3,978 | $3,537+12.5% | $4,856-18.1% | $2,670+49.0% |
| Participant deferral / active EE | $5,313 | $6,404-17.0% | $7,758-31.5% | $4,125+28.8% |
| Admin fee / account holder | $18,958 | $6,975+171.8% | $10,762+76.2% | $5,651+235.5% |