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 | $137,426 | $93,571+46.9% | $135,903+1.1% | $75,163+82.8% |
| Participation rate | 97.5% | 75.2%+22.3pp | 81.9%+15.6pp | 67.2%+30.3pp |
| Annual return | 19.90% | 30.90%-11.0pp | 68.23%-48.3pp | 160.62%-140.7pp |
| Employer contribution / active EE | $3,529 | $3,537-0.2% | $4,856-27.3% | $2,670+32.2% |
| Participant deferral / active EE | $10,523 | $6,404+64.3% | $7,758+35.7% | $4,125+155.1% |
| Admin fee / account holder | $11,547 | $6,975+65.5% | $10,762+7.3% | $5,651+104.3% |