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 | $160,625 | $102,317+57.0% | $146,958+9.3% | $80,856+98.7% |
| Participation rate | 75.6% | 75.8%-0.2pp | 82.2%-6.5pp | 67.6%+8.0pp |
| Annual return | 13.12% | 134.76%-121.6pp | 418.34%-405.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,637 | $3,713-2.0% | $4,933-26.3% | $2,755+32.0% |
| Participant deferral / active EE | $11,457 | $6,644+72.4% | $8,070+42.0% | $4,296+166.7% |
| Admin fee / account holder | $1,590 | $7,941-80.0% | $12,998-87.8% | $6,918-77.0% |