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 | $139,082 | $86,286+61.2% | $111,297+25.0% | $85,850+62.0% |
| Participation rate | 80.8% | 73.3%+7.4pp | 77.3%+3.5pp | 69.3%+11.5pp |
| Annual return | 13.53% | 19.99%-6.5pp | 54.65%-41.1pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,270 | $2,043+11.1% | $2,731-16.9% | $2,565-11.5% |
| Participant deferral / active EE | $4,945 | $3,641+35.8% | $4,487+10.2% | $3,952+25.1% |
| Admin fee / account holder | $8,689 | $8,188+6.1% | $7,964+9.1% | $6,260+38.8% |