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 | $138,813 | $73,933+87.8% | $96,683+43.6% | $75,163+84.7% |
| Participation rate | 83.1% | 66.4%+16.7pp | 74.3%+8.8pp | 67.2%+15.9pp |
| Annual return | 18.35% | 26.70%-8.4pp | 35.69%-17.3pp | 160.62%-142.3pp |
| Employer contribution / active EE | $9,908 | $2,928+238.4% | $3,737+165.1% | $2,670+271.1% |
| Participant deferral / active EE | $3,883 | $3,659+6.1% | $4,878-20.4% | $4,125-5.9% |
| Admin fee / account holder | $1,759 | $5,216-66.3% | $6,730-73.9% | $5,651-68.9% |