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 | $138,857 | $89,355+55.4% | $141,162-1.6% | $72,985+90.3% |
| Participation rate | 96.4% | 75.1%+21.2pp | 82.5%+13.9pp | 69.5%+26.9pp |
| Annual return | 24.76% | 111.85%-87.1pp | 71.39%-46.6pp | 81.00%-56.2pp |
| Employer contribution / active EE | $7,226 | $3,114+132.0% | $4,735+52.6% | $2,440+196.1% |
| Participant deferral / active EE | $4,459 | $5,418-17.7% | $6,709-33.5% | $3,607+23.6% |
| Admin fee / account holder | $2,641 | $5,958-55.7% | $10,261-74.3% | $5,124-48.5% |