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 | $142,139 | $89,753+58.4% | $107,525+32.2% | $84,808+67.6% |
| Participation rate | 97.8% | 68.1%+29.8pp | 75.1%+22.8pp | 68.3%+29.5pp |
| Annual return | 23.99% | 29.48%-5.5pp | 181.32%-157.3pp | 40.90%-16.9pp |
| Employer contribution / active EE | $3,983 | $3,113+27.9% | $3,754+6.1% | $2,631+51.4% |
| Participant deferral / active EE | $9,021 | $4,056+122.4% | $5,116+76.3% | $4,212+114.2% |
| Admin fee / account holder | $3,788 | $7,222-47.6% | $8,919-57.5% | $7,344-48.4% |