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 | $143,126 | $79,944+79.0% | $98,439+45.4% | $75,163+90.4% |
| Participation rate | 81.8% | 70.4%+11.4pp | 75.2%+6.7pp | 67.2%+14.6pp |
| Annual return | 17.28% | 19.75%-2.5pp | 21.16%-3.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,931 | $2,264+73.7% | $3,048+29.0% | $2,670+47.2% |
| Participant deferral / active EE | $6,805 | $3,752+81.4% | $4,738+43.6% | $4,125+65.0% |
| Admin fee / account holder | $3,025 | $6,840-55.8% | $8,948-66.2% | $5,651-46.5% |