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 | $142,337 | $86,286+65.0% | $111,297+27.9% | $85,850+65.8% |
| Participation rate | 82.5% | 73.3%+9.2pp | 77.3%+5.2pp | 69.3%+13.2pp |
| Annual return | 12.02% | 19.99%-8.0pp | 54.65%-42.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $2,524 | $2,043+23.5% | $2,731-7.6% | $2,565-1.6% |
| Participant deferral / active EE | $5,971 | $3,641+64.0% | $4,487+33.1% | $3,952+51.1% |
| Admin fee / account holder | $723 | $8,188-91.2% | $7,964-90.9% | $6,260-88.4% |