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 | $147,538 | $89,753+64.4% | $107,525+37.2% | $84,808+74.0% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 18.63% | 29.48%-10.9pp | 181.32%-162.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $3,346 | $3,113+7.5% | $3,754-10.8% | $2,631+27.2% |
| Participant deferral / active EE | $6,633 | $4,056+63.5% | $5,116+29.7% | $4,212+57.5% |
| Admin fee / account holder | $5,317 | $7,222-26.4% | $8,919-40.4% | $7,344-27.6% |