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 | $139,503 | $98,750+41.3% | $149,696-6.8% | $79,858+74.7% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 25.17% | 27.43%-2.3pp | 276.60%-251.4pp | 31.71%-6.5pp |
| Employer contribution / active EE | $3,486 | $3,216+8.4% | $4,644-24.9% | $2,471+41.1% |
| Participant deferral / active EE | $5,044 | $5,680-11.2% | $6,842-26.3% | $3,740+34.9% |
| Admin fee / account holder | $6,116 | $6,053+1.0% | $9,309-34.3% | $5,306+15.3% |