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 | $130,825 | $86,286+51.6% | $111,297+17.5% | $85,850+52.4% |
| Participation rate | 82.8% | 73.3%+9.5pp | 77.3%+5.5pp | 69.3%+13.5pp |
| Annual return | 15.67% | 19.99%-4.3pp | 54.65%-39.0pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,335 | $2,043-34.7% | $2,731-51.1% | $2,565-48.0% |
| Participant deferral / active EE | $8,992 | $3,641+147.0% | $4,487+100.4% | $3,952+127.5% |
| Admin fee / account holder | $3,392 | $8,188-58.6% | $7,964-57.4% | $6,260-45.8% |