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 | $142,772 | $87,733+62.7% | $106,548+34.0% | $85,850+66.3% |
| Participation rate | 80.4% | 71.9%+8.4pp | 76.1%+4.2pp | 69.3%+11.0pp |
| Annual return | 33.18% | 21.86%+11.3pp | 26.80%+6.4pp | 318.53%-285.3pp |
| Employer contribution / active EE | $3,908 | $2,073+88.5% | $2,819+38.6% | $2,565+52.3% |
| Participant deferral / active EE | $8,212 | $3,469+136.7% | $4,398+86.7% | $3,952+107.8% |
| Admin fee / account holder | $11,495 | $6,767+69.9% | $7,407+55.2% | $6,260+83.6% |