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 | $144,818 | $73,933+95.9% | $96,683+49.8% | $75,163+92.7% |
| Participation rate | 93.5% | 66.4%+27.1pp | 74.3%+19.2pp | 67.2%+26.4pp |
| Annual return | 17.67% | 26.70%-9.0pp | 35.69%-18.0pp | 160.62%-143.0pp |
| Employer contribution / active EE | $3,668 | $2,928+25.3% | $3,737-1.8% | $2,670+37.4% |
| Participant deferral / active EE | $8,907 | $3,659+143.5% | $4,878+82.6% | $4,125+115.9% |
| Admin fee / account holder | $6,118 | $5,216+17.3% | $6,730-9.1% | $5,651+8.3% |