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 | $149,152 | $81,460+83.1% | $103,333+44.3% | $80,856+84.5% |
| Participation rate | 97.7% | 66.8%+30.9pp | 74.5%+23.2pp | 67.6%+30.1pp |
| Annual return | 14.75% | 25.55%-10.8pp | 24.88%-10.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,237 | $3,105+4.2% | $3,868-16.3% | $2,755+17.5% |
| Participant deferral / active EE | $6,942 | $3,869+79.4% | $5,057+37.3% | $4,296+61.6% |
| Admin fee / account holder | $1,073 | $6,566-83.7% | $8,355-87.2% | $6,918-84.5% |