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 | $136,913 | $78,672+74.0% | $109,143+25.4% | $85,850+59.5% |
| Participation rate | 73.0% | 68.3%+4.7pp | 75.9%-2.9pp | 69.3%+3.7pp |
| Annual return | 20.83% | 25.09%-4.3pp | 25.75%-4.9pp | 318.53%-297.7pp |
| Employer contribution / active EE | $2,943 | $2,735+7.6% | $3,722-20.9% | $2,565+14.8% |
| Participant deferral / active EE | $7,544 | $3,467+117.6% | $4,653+62.1% | $3,952+90.9% |
| Admin fee / account holder | $4,077 | $5,469-25.5% | $6,752-39.6% | $6,260-34.9% |