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 | $130,489 | $78,705+65.8% | $117,854+10.7% | $70,131+86.1% |
| Participation rate | 93.7% | 73.2%+20.5pp | 79.7%+14.0pp | 69.5%+24.1pp |
| Annual return | 18.77% | 23.30%-4.5pp | 335.08%-316.3pp | 73.14%-54.4pp |
| Employer contribution / active EE | $2,412 | $2,223+8.5% | $3,786-36.3% | $2,342+3.0% |
| Participant deferral / active EE | $7,039 | $3,297+113.5% | $4,482+57.1% | $3,332+111.3% |
| Admin fee / account holder | $4,669 | $5,065-7.8% | $8,020-41.8% | $4,645+0.5% |