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 | $148,514 | $110,257+34.7% | $96,544+53.8% | $139,434+6.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 13.66% | 26.32%-12.7pp | 25.84%-12.2pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,131 | $3,620-41.1% | $2,965-28.1% | $4,751-55.1% |
| Participant deferral / active EE | $11,077 | $5,548+99.7% | $4,851+128.4% | $6,710+65.1% |
| Admin fee / account holder | $4,393 | $11,591-62.1% | $8,252-46.8% | $11,403-61.5% |