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 | $163,964 | $86,286+90.0% | $111,297+47.3% | $85,850+91.0% |
| Participation rate | 96.8% | 73.3%+23.4pp | 77.3%+19.5pp | 69.3%+27.5pp |
| Annual return | 11.74% | 19.99%-8.2pp | 54.65%-42.9pp | 318.53%-306.8pp |
| Employer contribution / active EE | $2,984 | $2,043+46.0% | $2,731+9.2% | $2,565+16.3% |
| Participant deferral / active EE | $5,829 | $3,641+60.1% | $4,487+29.9% | $3,952+47.5% |
| Admin fee / account holder | $4,223 | $8,188-48.4% | $7,964-47.0% | $6,260-32.5% |