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 | $143,309 | $84,233+70.1% | $170,442-15.9% | $70,131+104.3% |
| Participation rate | 93.8% | 70.8%+22.9pp | 83.6%+10.2pp | 69.5%+24.2pp |
| Annual return | 12.82% | 23.06%-10.2pp | 205.93%-193.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $6,828 | $3,387+101.6% | $5,433+25.7% | $2,342+191.5% |
| Participant deferral / active EE | $5,201 | $3,086+68.6% | $4,939+5.3% | $3,332+56.1% |
| Admin fee / account holder | $108,971 | $5,698+1812.5% | $13,880+685.1% | $4,645+2245.8% |