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 | $160,652 | $111,754+43.8% | $103,333+55.5% | $145,922+10.1% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 17.31% | 24.77%-7.5pp | 24.88%-7.6pp | 561.29%-544.0pp |
| Employer contribution / active EE | $5,000 | $4,212+18.7% | $3,868+29.3% | $4,660+7.3% |
| Participant deferral / active EE | $7,745 | $5,619+37.8% | $5,057+53.1% | $6,688+15.8% |
| Admin fee / account holder | $5,044 | $9,750-48.3% | $8,355-39.6% | $13,397-62.4% |