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 | $145,724 | $83,477+74.6% | $125,175+16.4% | $72,985+99.7% |
| Participation rate | 72.7% | 73.3%-0.6pp | 79.8%-7.1pp | 69.5%+3.2pp |
| Annual return | 20.35% | 25.78%-5.4pp | 43.79%-23.4pp | 81.00%-60.7pp |
| Employer contribution / active EE | $3,203 | $2,345+36.6% | $3,865-17.1% | $2,440+31.3% |
| Participant deferral / active EE | $8,981 | $3,585+150.5% | $4,937+81.9% | $3,607+149.0% |
| Admin fee / account holder | $4,010 | $5,517-27.3% | $9,702-58.7% | $5,124-21.7% |