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 | $128,929 | $79,944+61.3% | $98,439+31.0% | $75,163+71.5% |
| Participation rate | 97.8% | 70.4%+27.4pp | 75.2%+22.6pp | 67.2%+30.6pp |
| Annual return | 17.68% | 19.75%-2.1pp | 21.16%-3.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,656 | $2,264-26.9% | $3,048-45.7% | $2,670-38.0% |
| Participant deferral / active EE | $8,077 | $3,752+115.3% | $4,738+70.5% | $4,125+95.8% |
| Admin fee / account holder | $21,494 | $6,840+214.3% | $8,948+140.2% | $5,651+280.4% |