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 | $146,683 | $89,753+63.4% | $107,525+36.4% | $84,808+73.0% |
| Participation rate | 98.5% | 68.1%+30.4pp | 75.1%+23.4pp | 68.3%+30.2pp |
| Annual return | 17.65% | 29.48%-11.8pp | 181.32%-163.7pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,337 | $3,113+7.2% | $3,754-11.1% | $2,631+26.8% |
| Participant deferral / active EE | $8,435 | $4,056+108.0% | $5,116+64.9% | $4,212+100.3% |
| Admin fee / account holder | $517 | $7,222-92.8% | $8,919-94.2% | $7,344-93.0% |