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 | $165,083 | $86,286+91.3% | $111,297+48.3% | $85,850+92.3% |
| Participation rate | 80.7% | 73.3%+7.4pp | 77.3%+3.4pp | 69.3%+11.4pp |
| Annual return | 14.47% | 19.99%-5.5pp | 54.65%-40.2pp | 318.53%-304.1pp |
| Employer contribution / active EE | $4,141 | $2,043+102.7% | $2,731+51.6% | $2,565+61.5% |
| Participant deferral / active EE | $8,900 | $3,641+144.5% | $4,487+98.3% | $3,952+125.2% |
| Admin fee / account holder | $28,582 | $8,188+249.1% | $7,964+258.9% | $6,260+356.6% |