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 | $122,815 | $98,750+24.4% | $149,696-18.0% | $79,858+53.8% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.5%+10.6pp | 69.6%+23.5pp |
| Annual return | 16.90% | 27.43%-10.5pp | 276.60%-259.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $8,426 | $3,216+162.0% | $4,644+81.4% | $2,471+241.0% |
| Participant deferral / active EE | $10,287 | $5,680+81.1% | $6,842+50.4% | $3,740+175.1% |
| Admin fee / account holder | $4,147 | $6,053-31.5% | $9,309-55.4% | $5,306-21.8% |