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 | $144,199 | $88,083+63.7% | $164,813-12.5% | $74,495+93.6% |
| Participation rate | 83.8% | 73.0%+10.8pp | 78.6%+5.2pp | 67.2%+16.6pp |
| Annual return | 11.72% | 17.26%-5.5pp | 69.93%-58.2pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $3,185 | $2,593+22.8% | $4,341-26.6% | $2,623+21.4% |
| Participant deferral / active EE | $6,593 | $4,498+46.6% | $6,031+9.3% | $4,346+51.7% |
| Admin fee / account holder | $3,241 | $2,234+45.1% | $12,690-74.5% | $1,942+66.9% |