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 | $120,884 | $98,750+22.4% | $149,696-19.2% | $79,858+51.4% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.5%+11.0pp | 69.6%+23.8pp |
| Annual return | 19.74% | 27.43%-7.7pp | 276.60%-256.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,507 | $3,216-53.2% | $4,644-67.6% | $2,471-39.0% |
| Participant deferral / active EE | $8,623 | $5,680+51.8% | $6,842+26.0% | $3,740+130.6% |
| Admin fee / account holder | $11,247 | $6,053+85.8% | $9,309+20.8% | $5,306+112.0% |