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 | $137,443 | $91,552+50.1% | $133,956+2.6% | $79,858+72.1% |
| Participation rate | 75.7% | 73.3%+2.3pp | 79.8%-4.2pp | 69.6%+6.0pp |
| Annual return | 23.87% | 61.85%-38.0pp | 45.09%-21.2pp | 31.71%-7.8pp |
| Employer contribution / active EE | $4,381 | $2,384+83.8% | $3,919+11.8% | $2,471+77.3% |
| Participant deferral / active EE | $3,119 | $3,733-16.5% | $5,048-38.2% | $3,740-16.6% |
| Admin fee / account holder | $1,755 | $6,321-72.2% | $8,927-80.3% | $5,306-66.9% |