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 | $137,988 | $100,852+36.8% | $90,404+52.6% | $158,922-13.2% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 14.02% | 1724.20%-1710.2pp | 1293.02%-1279.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $2,737 | $3,689-25.8% | $3,262-16.1% | $4,761-42.5% |
| Participant deferral / active EE | $5,743 | $4,348+32.1% | $3,963+44.9% | $5,982-4.0% |
| Admin fee / account holder | $8,028 | $6,501+23.5% | $5,611+43.1% | $11,246-28.6% |