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 | $127,642 | $73,933+72.6% | $96,683+32.0% | $75,163+69.8% |
| Participation rate | 90.0% | 66.4%+23.6pp | 74.3%+15.7pp | 67.2%+22.8pp |
| Annual return | 14.01% | 26.70%-12.7pp | 35.69%-21.7pp | 160.62%-146.6pp |
| Employer contribution / active EE | $3,015 | $2,928+3.0% | $3,737-19.3% | $2,670+12.9% |
| Participant deferral / active EE | $5,846 | $3,659+59.8% | $4,878+19.8% | $4,125+41.7% |
| Admin fee / account holder | $10,793 | $5,216+106.9% | $6,730+60.4% | $5,651+91.0% |