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 | $118,201 | $86,286+37.0% | $111,297+6.2% | $85,850+37.7% |
| Participation rate | 95.2% | 73.3%+21.9pp | 77.3%+17.9pp | 69.3%+25.9pp |
| Annual return | 16.00% | 19.99%-4.0pp | 54.65%-38.6pp | 318.53%-302.5pp |
| Employer contribution / active EE | $3,418 | $2,043+67.3% | $2,731+25.1% | $2,565+33.2% |
| Participant deferral / active EE | $6,855 | $3,641+88.3% | $4,487+52.8% | $3,952+73.5% |
| Admin fee / account holder | $4,772 | $8,188-41.7% | $7,964-40.1% | $6,260-23.8% |