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 | $148,606 | $86,286+72.2% | $111,297+33.5% | $85,850+73.1% |
| Participation rate | 97.7% | 73.3%+24.4pp | 77.3%+20.4pp | 69.3%+28.4pp |
| Annual return | 22.50% | 19.99%+2.5pp | 54.65%-32.2pp | 318.53%-296.0pp |
| Employer contribution / active EE | $1,539 | $2,043-24.7% | $2,731-43.7% | $2,565-40.0% |
| Participant deferral / active EE | $4,519 | $3,641+24.1% | $4,487+0.7% | $3,952+14.4% |
| Admin fee / account holder | $1,637 | $8,188-80.0% | $7,964-79.4% | $6,260-73.9% |