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 | $132,370 | $89,355+48.1% | $141,162-6.2% | $72,985+81.4% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.5%+5.8pp | 69.5%+18.7pp |
| Annual return | 23.11% | 111.85%-88.7pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $4,488 | $3,114+44.1% | $4,735-5.2% | $2,440+83.9% |
| Participant deferral / active EE | $7,901 | $5,418+45.8% | $6,709+17.8% | $3,607+119.0% |
| Admin fee / account holder | $18,248 | $5,958+206.3% | $10,261+77.8% | $5,124+256.1% |