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 | $134,042 | $98,750+35.7% | $149,696-10.5% | $79,858+67.9% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | 16.63% | 27.43%-10.8pp | 276.60%-260.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $4,624 | $3,216+43.8% | $4,644-0.4% | $2,471+87.2% |
| Participant deferral / active EE | $4,662 | $5,680-17.9% | $6,842-31.9% | $3,740+24.6% |
| Admin fee / account holder | $5,804 | $6,053-4.1% | $9,309-37.7% | $5,306+9.4% |