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 | $143,487 | $95,416+50.4% | $185,823-22.8% | $85,850+67.1% |
| Participation rate | 85.2% | 68.8%+16.4pp | 81.7%+3.5pp | 69.3%+15.9pp |
| Annual return | 14.64% | 23.59%-8.9pp | 122.05%-107.4pp | 318.53%-303.9pp |
| Employer contribution / active EE | $4,252 | $3,314+28.3% | $5,167-17.7% | $2,565+65.8% |
| Participant deferral / active EE | $13,323 | $3,423+289.2% | $5,568+139.3% | $3,952+237.1% |
| Admin fee / account holder | $4,635 | $7,213-35.7% | $16,237-71.5% | $6,260-26.0% |