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 | $128,952 | $77,899+65.5% | $149,673-13.8% | $75,163+71.6% |
| Participation rate | 96.3% | 65.6%+30.7pp | 78.8%+17.5pp | 67.2%+29.1pp |
| Annual return | 21.20% | 31.72%-10.5pp | 134.42%-113.2pp | 160.62%-139.4pp |
| Employer contribution / active EE | $3,333 | $3,137+6.2% | $4,818-30.8% | $2,670+24.8% |
| Participant deferral / active EE | $5,950 | $3,411+74.4% | $5,680+4.7% | $4,125+44.2% |
| Admin fee / account holder | $13,414 | $5,956+125.2% | $13,210+1.5% | $5,651+137.4% |