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 | $138,422 | $78,422+76.5% | $95,952+44.3% | $79,858+73.3% |
| Participation rate | 98.0% | 73.5%+24.5pp | 77.1%+20.9pp | 69.6%+28.3pp |
| Annual return | 16.27% | 19.37%-3.1pp | 91.61%-75.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $3,020 | $1,945+55.2% | $2,541+18.8% | $2,471+22.2% |
| Participant deferral / active EE | $8,651 | $3,440+151.5% | $4,167+107.6% | $3,740+131.3% |
| Admin fee / account holder | $5,960 | $5,622+6.0% | $6,795-12.3% | $5,306+12.3% |