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 | $136,146 | $137,414-0.9% | $189,513-28.2% | $85,850+58.6% |
| Participation rate | 92.9% | 84.6%+8.2pp | 87.8%+5.1pp | 69.3%+23.5pp |
| Annual return | 24.25% | 38.14%-13.9pp | 555.15%-530.9pp | 318.53%-294.3pp |
| Employer contribution / active EE | $9,247 | $4,344+112.8% | $6,162+50.1% | $2,565+260.5% |
| Participant deferral / active EE | $11,850 | $6,260+89.3% | $8,221+44.1% | $3,952+199.9% |
| Admin fee / account holder | $20,004 | $8,630+131.8% | $12,045+66.1% | $6,260+219.6% |