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 | $125,287 | $86,286+45.2% | $111,297+12.6% | $85,850+45.9% |
| Participation rate | 93.9% | 73.3%+20.5pp | 77.3%+16.6pp | 69.3%+24.6pp |
| Annual return | 17.56% | 19.99%-2.4pp | 54.65%-37.1pp | 318.53%-301.0pp |
| Employer contribution / active EE | $2,420 | $2,043+18.5% | $2,731-11.4% | $2,565-5.6% |
| Participant deferral / active EE | $8,125 | $3,641+123.2% | $4,487+81.1% | $3,952+105.6% |
| Admin fee / account holder | $3,794 | $8,188-53.7% | $7,964-52.4% | $6,260-39.4% |