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 | $141,580 | $125,758+12.6% | $169,993-16.7% | $75,163+88.4% |
| Participation rate | 94.4% | 83.6%+10.9pp | 87.0%+7.4pp | 67.2%+27.3pp |
| Annual return | 43.88% | 27.20%+16.7pp | 53.37%-9.5pp | 160.62%-116.7pp |
| Employer contribution / active EE | $5,826 | $4,615+26.3% | $6,785-14.1% | $2,670+118.2% |
| Participant deferral / active EE | $13,960 | $6,837+104.2% | $10,408+34.1% | $4,125+238.4% |
| Admin fee / account holder | $6,410 | $8,173-21.6% | $12,815-50.0% | $5,651+13.4% |