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 | $124,806 | $72,277+72.7% | $101,248+23.3% | $79,858+56.3% |
| Participation rate | 98.0% | 68.5%+29.5pp | 75.8%+22.2pp | 69.6%+28.3pp |
| Annual return | 16.48% | 22.30%-5.8pp | 46.47%-30.0pp | 31.71%-15.2pp |
| Employer contribution / active EE | $5,623 | $2,692+108.9% | $3,660+53.6% | $2,471+127.6% |
| Participant deferral / active EE | $9,001 | $3,282+174.3% | $4,370+106.0% | $3,740+140.7% |
| Admin fee / account holder | $1,480 | $4,400-66.4% | $5,945-75.1% | $5,306-72.1% |