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 | $130,484 | $65,409+99.5% | $98,442+32.5% | $85,850+52.0% |
| Participation rate | 76.9% | 65.0%+11.9pp | 73.3%+3.6pp | 69.3%+7.6pp |
| Annual return | 20.75% | 21.76%-1.0pp | 1492.73%-1472.0pp | 318.53%-297.8pp |
| Employer contribution / active EE | $2,902 | $2,168+33.9% | $2,960-2.0% | $2,565+13.1% |
| Participant deferral / active EE | $5,264 | $3,166+66.2% | $4,276+23.1% | $3,952+33.2% |
| Admin fee / account holder | $2,010 | $4,593-56.2% | $5,949-66.2% | $6,260-67.9% |