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 | $143,402 | $87,733+63.5% | $106,548+34.6% | $85,850+67.0% |
| Participation rate | 86.4% | 71.9%+14.5pp | 76.1%+10.3pp | 69.3%+17.1pp |
| Annual return | 11.42% | 21.86%-10.4pp | 26.80%-15.4pp | 318.53%-307.1pp |
| Employer contribution / active EE | $3,634 | $2,073+75.3% | $2,819+28.9% | $2,565+41.7% |
| Participant deferral / active EE | $6,405 | $3,469+84.6% | $4,398+45.6% | $3,952+62.1% |
| Admin fee / account holder | $25,504 | $6,767+276.9% | $7,407+244.3% | $6,260+307.4% |