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 | $129,854 | $80,968+60.4% | $96,544+34.5% | $75,163+72.8% |
| Participation rate | 91.2% | 71.8%+19.4pp | 76.0%+15.2pp | 67.2%+24.0pp |
| Annual return | 20.87% | 27.06%-6.2pp | 25.84%-5.0pp | 160.62%-139.7pp |
| Employer contribution / active EE | $3,772 | $2,282+65.3% | $2,965+27.2% | $2,670+41.3% |
| Participant deferral / active EE | $11,304 | $3,928+187.8% | $4,851+133.0% | $4,125+174.0% |
| Admin fee / account holder | $1,504 | $6,724-77.6% | $8,252-81.8% | $5,651-73.4% |