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 | $135,729 | $98,750+37.4% | $149,696-9.3% | $79,858+70.0% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.5%+16.1pp | 69.6%+28.9pp |
| Annual return | 18.44% | 27.43%-9.0pp | 276.60%-258.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,212 | $3,216-62.3% | $4,644-73.9% | $2,471-50.9% |
| Participant deferral / active EE | $11,272 | $5,680+98.4% | $6,842+64.8% | $3,740+201.4% |
| Admin fee / account holder | $4,339 | $6,053-28.3% | $9,309-53.4% | $5,306-18.2% |