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 | $142,269 | $78,672+80.8% | $109,143+30.4% | $85,850+65.7% |
| Participation rate | 84.2% | 68.3%+15.9pp | 75.9%+8.3pp | 69.3%+14.9pp |
| Annual return | 12.60% | 25.09%-12.5pp | 25.75%-13.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $2,465 | $2,735-9.9% | $3,722-33.8% | $2,565-3.9% |
| Participant deferral / active EE | $8,073 | $3,467+132.8% | $4,653+73.5% | $3,952+104.3% |
| Admin fee / account holder | $14,281 | $5,469+161.1% | $6,752+111.5% | $6,260+128.1% |