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 | $150,019 | $86,286+73.9% | $111,297+34.8% | $85,850+74.7% |
| Participation rate | 78.4% | 73.3%+5.1pp | 77.3%+1.1pp | 69.3%+9.1pp |
| Annual return | 17.54% | 19.99%-2.4pp | 54.65%-37.1pp | 318.53%-301.0pp |
| Employer contribution / active EE | $4,701 | $2,043+130.1% | $2,731+72.1% | $2,565+83.3% |
| Participant deferral / active EE | $5,283 | $3,641+45.1% | $4,487+17.7% | $3,952+33.7% |
| Admin fee / account holder | $17,380 | $8,188+112.3% | $7,964+118.2% | $6,260+177.6% |