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 | $138,475 | $98,750+40.2% | $149,696-7.5% | $79,858+73.4% |
| Participation rate | 92.8% | 75.8%+17.0pp | 82.5%+10.3pp | 69.6%+23.1pp |
| Annual return | 13.07% | 27.43%-14.4pp | 276.60%-263.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,808 | $3,216-43.8% | $4,644-61.1% | $2,471-26.8% |
| Participant deferral / active EE | $4,294 | $5,680-24.4% | $6,842-37.2% | $3,740+14.8% |
| Admin fee / account holder | $4,250 | $6,053-29.8% | $9,309-54.3% | $5,306-19.9% |