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 | $149,162 | $85,766+73.9% | $136,294+9.4% | $70,131+112.7% |
| Participation rate | 98.4% | 74.2%+24.2pp | 81.9%+16.4pp | 69.5%+28.8pp |
| Annual return | 16.22% | 31.45%-15.2pp | 5155.94%-5139.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $6,149 | $2,966+107.3% | $4,695+30.9% | $2,342+162.5% |
| Participant deferral / active EE | $7,652 | $5,051+51.5% | $6,247+22.5% | $3,332+129.7% |
| Admin fee / account holder | $19,889 | $5,420+266.9% | $9,243+115.2% | $4,645+328.1% |