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 | $132,259 | $68,346+93.5% | $94,646+39.7% | $75,163+76.0% |
| Participation rate | 80.0% | 76.1%+3.9pp | 80.8%-0.8pp | 67.2%+12.8pp |
| Annual return | 18.24% | 616.93%-598.7pp | 156.71%-138.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,842 | $2,701-31.8% | $3,672-49.8% | $2,670-31.0% |
| Participant deferral / active EE | $9,890 | $6,537+51.3% | $7,418+33.3% | $4,125+139.8% |
| Admin fee / account holder | $8,757 | $5,326+64.4% | $7,231+21.1% | $5,651+55.0% |