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 | $136,623 | $80,968+68.7% | $96,544+41.5% | $75,163+81.8% |
| Participation rate | 97.6% | 71.8%+25.8pp | 76.0%+21.6pp | 67.2%+30.4pp |
| Annual return | 16.54% | 27.06%-10.5pp | 25.84%-9.3pp | 160.62%-144.1pp |
| Employer contribution / active EE | $6,433 | $2,282+181.9% | $2,965+117.0% | $2,670+141.0% |
| Participant deferral / active EE | $5,382 | $3,928+37.0% | $4,851+10.9% | $4,125+30.5% |
| Admin fee / account holder | $3,211 | $6,724-52.2% | $8,252-61.1% | $5,651-43.2% |