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 | $127,411 | $73,933+72.3% | $96,683+31.8% | $75,163+69.5% |
| Participation rate | 84.6% | 66.4%+18.2pp | 74.3%+10.3pp | 67.2%+17.4pp |
| Annual return | 16.21% | 26.70%-10.5pp | 35.69%-19.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $4,026 | $2,928+37.5% | $3,737+7.7% | $2,670+50.8% |
| Participant deferral / active EE | $7,409 | $3,659+102.5% | $4,878+51.9% | $4,125+79.6% |
| Admin fee / account holder | $3,473 | $5,216-33.4% | $6,730-48.4% | $5,651-38.5% |