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 | $162,856 | $98,750+64.9% | $149,696+8.8% | $79,858+103.9% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.5%+15.5pp | 69.6%+28.3pp |
| Annual return | 19.34% | 27.43%-8.1pp | 276.60%-257.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $3,678 | $3,216+14.3% | $4,644-20.8% | $2,471+48.9% |
| Participant deferral / active EE | $5,973 | $5,680+5.2% | $6,842-12.7% | $3,740+59.7% |
| Admin fee / account holder | $2,466 | $6,053-59.3% | $9,309-73.5% | $5,306-53.5% |