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 | $143,261 | $76,407+87.5% | $150,298-4.7% | $82,448+73.8% |
| Participation rate | 94.1% | 66.4%+27.7pp | 77.8%+16.4pp | 68.1%+26.0pp |
| Annual return | 16.66% | 39.99%-23.3pp | 62.79%-46.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $5,866 | $2,614+124.4% | $4,154+41.2% | $2,551+129.9% |
| Participant deferral / active EE | $4,356 | $3,214+35.5% | $5,453-20.1% | $4,139+5.2% |
| Admin fee / account holder | $8,974 | $6,352+41.3% | $14,116-36.4% | $7,234+24.0% |