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 | $135,887 | $98,750+37.6% | $149,696-9.2% | $79,858+70.2% |
| Participation rate | 80.6% | 75.8%+4.9pp | 82.5%-1.8pp | 69.6%+11.0pp |
| Annual return | 41.01% | 27.43%+13.6pp | 276.60%-235.6pp | 31.71%+9.3pp |
| Employer contribution / active EE | $5,074 | $3,216+57.7% | $4,644+9.2% | $2,471+105.3% |
| Participant deferral / active EE | $7,263 | $5,680+27.9% | $6,842+6.2% | $3,740+94.2% |
| Admin fee / account holder | $3,116 | $6,053-48.5% | $9,309-66.5% | $5,306-41.3% |