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 | $135,986 | $80,717+68.5% | $154,803-12.2% | $84,808+60.3% |
| Participation rate | 97.3% | 66.8%+30.5pp | 78.1%+19.2pp | 68.3%+29.0pp |
| Annual return | 17.02% | 37.96%-20.9pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $9,812 | $2,761+255.3% | $4,305+127.9% | $2,631+272.9% |
| Participant deferral / active EE | $4,903 | $3,303+48.4% | $5,540-11.5% | $4,212+16.4% |
| Admin fee / account holder | $11,371 | $6,746+68.6% | $14,329-20.6% | $7,344+54.8% |