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 | $141,218 | $80,968+74.4% | $96,544+46.3% | $75,163+87.9% |
| Participation rate | 79.5% | 71.8%+7.7pp | 76.0%+3.5pp | 67.2%+12.3pp |
| Annual return | 16.96% | 27.06%-10.1pp | 25.84%-8.9pp | 160.62%-143.7pp |
| Employer contribution / active EE | $3,172 | $2,282+39.0% | $2,965+7.0% | $2,670+18.8% |
| Participant deferral / active EE | $6,075 | $3,928+54.7% | $4,851+25.2% | $4,125+47.3% |
| Admin fee / account holder | $21,249 | $6,724+216.0% | $8,252+157.5% | $5,651+276.0% |