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 | $129,075 | $78,705+64.0% | $117,854+9.5% | $70,131+84.0% |
| Participation rate | 88.9% | 73.2%+15.7pp | 79.7%+9.2pp | 69.5%+19.3pp |
| Annual return | 19.57% | 23.30%-3.7pp | 335.08%-315.5pp | 73.14%-53.6pp |
| Employer contribution / active EE | $3,017 | $2,223+35.7% | $3,786-20.3% | $2,342+28.8% |
| Participant deferral / active EE | $4,215 | $3,297+27.8% | $4,482-6.0% | $3,332+26.5% |
| Admin fee / account holder | $1,464 | $5,065-71.1% | $8,020-81.7% | $4,645-68.5% |