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 | $140,256 | $73,933+89.7% | $96,683+45.1% | $75,163+86.6% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 20.80% | 26.70%-5.9pp | 35.69%-14.9pp | 160.62%-139.8pp |
| Employer contribution / active EE | $3,323 | $2,928+13.5% | $3,737-11.1% | $2,670+24.5% |
| Participant deferral / active EE | $5,969 | $3,659+63.2% | $4,878+22.4% | $4,125+44.7% |
| Admin fee / account holder | $49,536 | $5,216+849.7% | $6,730+636.1% | $5,651+776.6% |