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 | $145,569 | $79,944+82.1% | $98,439+47.9% | $75,163+93.7% |
| Participation rate | 98.3% | 70.4%+27.9pp | 75.2%+23.1pp | 67.2%+31.1pp |
| Annual return | 18.06% | 19.75%-1.7pp | 21.16%-3.1pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,656 | $2,264-26.9% | $3,048-45.7% | $2,670-38.0% |
| Participant deferral / active EE | $9,865 | $3,752+162.9% | $4,738+108.2% | $4,125+139.2% |
| Admin fee / account holder | $11,041 | $6,840+61.4% | $8,948+23.4% | $5,651+95.4% |