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 | $145,963 | $78,672+85.5% | $109,143+33.7% | $85,850+70.0% |
| Participation rate | 86.7% | 68.3%+18.4pp | 75.9%+10.8pp | 69.3%+17.4pp |
| Annual return | 20.54% | 25.09%-4.5pp | 25.75%-5.2pp | 318.53%-298.0pp |
| Employer contribution / active EE | $2,635 | $2,735-3.6% | $3,722-29.2% | $2,565+2.7% |
| Participant deferral / active EE | $7,757 | $3,467+123.7% | $4,653+66.7% | $3,952+96.3% |
| Admin fee / account holder | $5,676 | $5,469+3.8% | $6,752-15.9% | $6,260-9.3% |