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 | $142,771 | $86,286+65.5% | $111,297+28.3% | $85,850+66.3% |
| Participation rate | 93.5% | 73.3%+20.2pp | 77.3%+16.2pp | 69.3%+24.2pp |
| Annual return | 17.96% | 19.99%-2.0pp | 54.65%-36.7pp | 318.53%-300.6pp |
| Employer contribution / active EE | $1,537 | $2,043-24.8% | $2,731-43.7% | $2,565-40.1% |
| Participant deferral / active EE | $6,514 | $3,641+78.9% | $4,487+45.2% | $3,952+64.8% |
| Admin fee / account holder | $3,356 | $8,188-59.0% | $7,964-57.9% | $6,260-46.4% |