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 | $143,933 | $77,813+85.0% | $123,544+16.5% | $64,186+124.2% |
| Participation rate | 96.6% | 74.7%+21.8pp | 82.3%+14.3pp | 69.6%+27.0pp |
| Annual return | 9.90% | 12.48%-2.6pp | 119.20%-109.3pp | 7.63%+2.3pp |
| Employer contribution / active EE | $3,448 | $3,014+14.4% | $4,628-25.5% | $2,381+44.8% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,719 | $5,519-32.6% | $9,284-59.9% | $4,888-23.9% |