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 | $135,626 | $78,705+72.3% | $117,854+15.1% | $70,131+93.4% |
| Participation rate | 89.1% | 73.2%+15.9pp | 79.7%+9.5pp | 69.5%+19.6pp |
| Annual return | 14.42% | 23.30%-8.9pp | 335.08%-320.7pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,766 | $2,223-20.6% | $3,786-53.4% | $2,342-24.6% |
| Participant deferral / active EE | $6,675 | $3,297+102.5% | $4,482+48.9% | $3,332+100.4% |
| Admin fee / account holder | $10,719 | $5,065+111.6% | $8,020+33.7% | $4,645+130.7% |