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 | $144,981 | $80,968+79.1% | $96,544+50.2% | $75,163+92.9% |
| Participation rate | 92.3% | 71.8%+20.5pp | 76.0%+16.3pp | 67.2%+25.1pp |
| Annual return | 19.90% | 27.06%-7.2pp | 25.84%-5.9pp | 160.62%-140.7pp |
| Employer contribution / active EE | $10,576 | $2,282+363.5% | $2,965+256.7% | $2,670+296.2% |
| Participant deferral / active EE | $4,789 | $3,928+21.9% | $4,851-1.3% | $4,125+16.1% |
| Admin fee / account holder | $2,309 | $6,724-65.7% | $8,252-72.0% | $5,651-59.1% |