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 | $145,014 | $86,286+68.1% | $111,297+30.3% | $85,850+68.9% |
| Participation rate | 82.4% | 73.3%+9.1pp | 77.3%+5.1pp | 69.3%+13.1pp |
| Annual return | 14.22% | 19.99%-5.8pp | 54.65%-40.4pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,825 | $2,043+38.3% | $2,731+3.5% | $2,565+10.1% |
| Participant deferral / active EE | $6,928 | $3,641+90.3% | $4,487+54.4% | $3,952+75.3% |
| Admin fee / account holder | $11,232 | $8,188+37.2% | $7,964+41.0% | $6,260+79.4% |