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 | $125,482 | $73,933+69.7% | $96,683+29.8% | $75,163+66.9% |
| Participation rate | 84.0% | 66.4%+17.6pp | 74.3%+9.7pp | 67.2%+16.8pp |
| Annual return | 15.44% | 26.70%-11.3pp | 35.69%-20.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $4,575 | $2,928+56.3% | $3,737+22.4% | $2,670+71.3% |
| Participant deferral / active EE | $5,241 | $3,659+43.3% | $4,878+7.4% | $4,125+27.1% |
| Admin fee / account holder | $15,281 | $5,216+193.0% | $6,730+127.1% | $5,651+170.4% |