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 | $143,334 | $91,552+56.6% | $133,956+7.0% | $79,858+79.5% |
| Participation rate | 98.0% | 73.3%+24.7pp | 79.8%+18.2pp | 69.6%+28.4pp |
| Annual return | 15.76% | 61.85%-46.1pp | 45.09%-29.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,102 | $2,384-11.8% | $3,919-46.4% | $2,471-14.9% |
| Participant deferral / active EE | $7,301 | $3,733+95.6% | $5,048+44.6% | $3,740+95.2% |
| Admin fee / account holder | $8,556 | $6,321+35.4% | $8,927-4.2% | $5,306+61.2% |