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 | $133,055 | $89,753+48.2% | $107,525+23.7% | $84,808+56.9% |
| Participation rate | 79.5% | 68.1%+11.4pp | 75.1%+4.4pp | 68.3%+11.2pp |
| Annual return | 14.34% | 29.48%-15.1pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,845 | $3,113-8.6% | $3,754-24.2% | $2,631+8.1% |
| Participant deferral / active EE | $9,732 | $4,056+139.9% | $5,116+90.2% | $4,212+131.1% |
| Admin fee / account holder | $3,404 | $7,222-52.9% | $8,919-61.8% | $7,344-53.7% |