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 | $143,369 | $125,758+14.0% | $169,993-15.7% | $75,163+90.7% |
| Participation rate | 86.1% | 83.6%+2.5pp | 87.0%-0.9pp | 67.2%+18.9pp |
| Annual return | 13.97% | 27.20%-13.2pp | 53.37%-39.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $7,215 | $4,615+56.4% | $6,785+6.3% | $2,670+170.3% |
| Participant deferral / active EE | $6,141 | $6,837-10.2% | $10,408-41.0% | $4,125+48.9% |
| Admin fee / account holder | $12,800 | $8,173+56.6% | $12,815-0.1% | $5,651+126.5% |