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 | $120,803 | $73,933+63.4% | $96,683+24.9% | $75,163+60.7% |
| Participation rate | 97.8% | 66.4%+31.4pp | 74.3%+23.4pp | 67.2%+30.6pp |
| Annual return | 16.46% | 26.70%-10.2pp | 35.69%-19.2pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,355 | $2,928-53.7% | $3,737-63.7% | $2,670-49.3% |
| Participant deferral / active EE | $9,880 | $3,659+170.1% | $4,878+102.5% | $4,125+139.5% |
| Admin fee / account holder | $7,769 | $5,216+48.9% | $6,730+15.4% | $5,651+37.5% |