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 | $139,847 | $99,985+39.9% | $146,665-4.6% | $85,850+62.9% |
| Participation rate | 81.8% | 73.1%+8.8pp | 80.1%+1.7pp | 69.3%+12.5pp |
| Annual return | 17.57% | 18.93%-1.4pp | 22.74%-5.2pp | 318.53%-301.0pp |
| Employer contribution / active EE | $4,327 | $2,559+69.1% | $4,136+4.6% | $2,565+68.7% |
| Participant deferral / active EE | $9,807 | $4,006+144.8% | $5,506+78.1% | $3,952+148.2% |
| Admin fee / account holder | $5,467 | $7,702-29.0% | $10,280-46.8% | $6,260-12.7% |