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 | $146,985 | $99,985+47.0% | $146,665+0.2% | $85,850+71.2% |
| Participation rate | 96.2% | 73.1%+23.2pp | 80.1%+16.2pp | 69.3%+26.9pp |
| Annual return | 24.56% | 18.93%+5.6pp | 22.74%+1.8pp | 318.53%-294.0pp |
| Employer contribution / active EE | $2,961 | $2,559+15.7% | $4,136-28.4% | $2,565+15.4% |
| Participant deferral / active EE | $4,600 | $4,006+14.8% | $5,506-16.5% | $3,952+16.4% |
| Admin fee / account holder | $3,089 | $7,702-59.9% | $10,280-70.0% | $6,260-50.7% |