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 | $147,060 | $118,450+24.2% | $98,439+49.4% | $139,434+5.5% |
| Participation rate | 88.2% | 77.4%+10.8pp | 75.2%+13.1pp | 80.3%+7.9pp |
| Annual return | 19.26% | 18.94%+0.3pp | 21.16%-1.9pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,809 | $3,609+5.5% | $3,048+25.0% | $4,751-19.8% |
| Participant deferral / active EE | $8,977 | $5,392+66.5% | $4,738+89.5% | $6,710+33.8% |
| Admin fee / account holder | $784 | $14,026-94.4% | $8,948-91.2% | $11,403-93.1% |