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 | $142,656 | $86,286+65.3% | $111,297+28.2% | $85,850+66.2% |
| Participation rate | 93.8% | 73.3%+20.4pp | 77.3%+16.4pp | 69.3%+24.4pp |
| Annual return | 13.59% | 19.99%-6.4pp | 54.65%-41.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $5,469 | $2,043+167.7% | $2,731+100.2% | $2,565+113.2% |
| Participant deferral / active EE | $3,638 | $3,641-0.1% | $4,487-18.9% | $3,952-7.9% |
| Admin fee / account holder | $8,404 | $8,188+2.6% | $7,964+5.5% | $6,260+34.3% |