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 | $120,101 | $73,933+62.4% | $96,683+24.2% | $75,163+59.8% |
| Participation rate | 95.7% | 66.4%+29.3pp | 74.3%+21.4pp | 67.2%+28.5pp |
| Annual return | 17.54% | 26.70%-9.2pp | 35.69%-18.2pp | 160.62%-143.1pp |
| Employer contribution / active EE | $8,797 | $2,928+200.5% | $3,737+135.4% | $2,670+229.5% |
| Participant deferral / active EE | $2,408 | $3,659-34.2% | $4,878-50.6% | $4,125-41.6% |
| Admin fee / account holder | $8,016 | $5,216+53.7% | $6,730+19.1% | $5,651+41.9% |