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 | $141,303 | $100,041+41.2% | $149,718-5.6% | $70,131+101.5% |
| Participation rate | 92.5% | 83.6%+8.9pp | 87.1%+5.4pp | 69.5%+22.9pp |
| Annual return | 16.28% | 27.43%-11.2pp | 1501.63%-1485.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $3,078 | $3,662-15.9% | $5,445-43.5% | $2,342+31.4% |
| Participant deferral / active EE | $6,562 | $4,983+31.7% | $6,569-0.1% | $3,332+97.0% |
| Admin fee / account holder | $2,494 | $8,286-69.9% | $11,283-77.9% | $4,645-46.3% |