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 | $139,952 | $73,933+89.3% | $96,683+44.8% | $75,163+86.2% |
| Participation rate | 98.1% | 66.4%+31.7pp | 74.3%+23.8pp | 67.2%+31.0pp |
| Annual return | 13.57% | 26.70%-13.1pp | 35.69%-22.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $10,190 | $2,928+248.1% | $3,737+172.7% | $2,670+281.7% |
| Participant deferral / active EE | $4,765 | $3,659+30.2% | $4,878-2.3% | $4,125+15.5% |
| Admin fee / account holder | $6,916 | $5,216+32.6% | $6,730+2.8% | $5,651+22.4% |