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 | $142,884 | $89,753+59.2% | $107,525+32.9% | $84,808+68.5% |
| Participation rate | 97.8% | 68.1%+29.7pp | 75.1%+22.7pp | 68.3%+29.5pp |
| Annual return | 16.25% | 29.48%-13.2pp | 181.32%-165.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $4,507 | $3,113+44.8% | $3,754+20.1% | $2,631+71.3% |
| Participant deferral / active EE | $10,068 | $4,056+148.2% | $5,116+96.8% | $4,212+139.1% |
| Admin fee / account holder | $9,662 | $7,222+33.8% | $8,919+8.3% | $7,344+31.6% |