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 | $144,246 | $80,717+78.7% | $154,803-6.8% | $84,808+70.1% |
| Participation rate | 97.7% | 66.8%+30.9pp | 78.1%+19.6pp | 68.3%+29.4pp |
| Annual return | 15.99% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $8,024 | $2,761+190.6% | $4,305+86.4% | $2,631+205.0% |
| Participant deferral / active EE | $6,977 | $3,303+111.2% | $5,540+25.9% | $4,212+65.7% |
| Admin fee / account holder | $723 | $6,746-89.3% | $14,329-95.0% | $7,344-90.2% |