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 | $80,031 | $73,933+8.2% | $96,683-17.2% | $75,163+6.5% |
| Participation rate | 90.6% | 66.4%+24.2pp | 74.3%+16.3pp | 67.2%+23.4pp |
| Annual return | 18.07% | 26.70%-8.6pp | 35.69%-17.6pp | 160.62%-142.5pp |
| Employer contribution / active EE | $6,796 | $2,928+132.1% | $3,737+81.9% | $2,670+154.5% |
| Participant deferral / active EE | $5,878 | $3,659+60.7% | $4,878+20.5% | $4,125+42.5% |
| Admin fee / account holder | $9,381 | $5,216+79.9% | $6,730+39.4% | $5,651+66.0% |