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 | $140,028 | $89,355+56.7% | $141,162-0.8% | $72,985+91.9% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 31.35% | 111.85%-80.5pp | 71.39%-40.0pp | 81.00%-49.7pp |
| Employer contribution / active EE | $3,235 | $3,114+3.9% | $4,735-31.7% | $2,440+32.6% |
| Participant deferral / active EE | $12,261 | $5,418+126.3% | $6,709+82.8% | $3,607+239.9% |
| Admin fee / account holder | $383 | $5,958-93.6% | $10,261-96.3% | $5,124-92.5% |