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 | $113,246 | $98,240+15.3% | $82,313+37.6% | $147,584-23.3% |
| Participation rate | 92.9% | 79.7%+13.1pp | 76.9%+16.0pp | 82.8%+10.0pp |
| Annual return | 16.12% | 30.85%-14.7pp | 25.88%-9.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $4,007 | $3,192+25.5% | $2,428+65.0% | $4,876-17.8% |
| Participant deferral / active EE | $7,521 | $4,383+71.6% | $3,706+102.9% | $5,439+38.3% |
| Admin fee / account holder | $478 | $8,563-94.4% | $5,608-91.5% | $10,885-95.6% |