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 | $140,852 | $109,413+28.7% | $156,263-9.9% | $84,808+66.1% |
| Participation rate | 95.5% | 72.7%+22.8pp | 78.9%+16.5pp | 68.3%+27.1pp |
| Annual return | 17.66% | 20.18%-2.5pp | 59.47%-41.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $8,091 | $2,907+178.3% | $4,333+86.7% | $2,631+207.5% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $394 | $9,357-95.8% | $14,255-97.2% | $7,344-94.6% |