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 | $121,282 | $99,985+21.3% | $146,665-17.3% | $85,850+41.3% |
| Participation rate | 72.3% | 73.1%-0.7pp | 80.1%-7.8pp | 69.3%+3.0pp |
| Annual return | 14.96% | 18.93%-4.0pp | 22.74%-7.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $4,399 | $2,559+71.9% | $4,136+6.3% | $2,565+71.5% |
| Participant deferral / active EE | $7,522 | $4,006+87.8% | $5,506+36.6% | $3,952+90.4% |
| Admin fee / account holder | $6,413 | $7,702-16.7% | $10,280-37.6% | $6,260+2.5% |