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 | $140,437 | $78,672+78.5% | $109,143+28.7% | $85,850+63.6% |
| Participation rate | 81.0% | 68.3%+12.7pp | 75.9%+5.1pp | 69.3%+11.6pp |
| Annual return | 14.10% | 25.09%-11.0pp | 25.75%-11.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $3,539 | $2,735+29.4% | $3,722-4.9% | $2,565+37.9% |
| Participant deferral / active EE | $3,443 | $3,467-0.7% | $4,653-26.0% | $3,952-12.9% |
| Admin fee / account holder | $484 | $5,469-91.2% | $6,752-92.8% | $6,260-92.3% |