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 | $146,840 | $99,985+46.9% | $146,665+0.1% | $85,850+71.0% |
| Participation rate | 90.9% | 73.1%+17.9pp | 80.1%+10.8pp | 69.3%+21.6pp |
| Annual return | 16.19% | 18.93%-2.7pp | 22.74%-6.6pp | 318.53%-302.3pp |
| Employer contribution / active EE | $6,459 | $2,559+152.4% | $4,136+56.2% | $2,565+151.8% |
| Participant deferral / active EE | $3,494 | $4,006-12.8% | $5,506-36.5% | $3,952-11.6% |
| Admin fee / account holder | $8,871 | $7,702+15.2% | $10,280-13.7% | $6,260+41.7% |