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 | $168,086 | $99,020+69.7% | $86,590+94.1% | $147,584+13.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.14% | 1312.34%-1299.2pp | 964.84%-951.7pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,139 | $3,132-63.6% | $2,839-59.9% | $4,876-76.6% |
| Participant deferral / active EE | $2,634 | $3,972-33.7% | $3,609-27.0% | $5,439-51.6% |
| Admin fee / account holder | $5,684 | $5,710-0.5% | $4,906+15.9% | $10,885-47.8% |