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 | $125,032 | $98,240+27.3% | $82,313+51.9% | $147,584-15.3% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 15.32% | 30.85%-15.5pp | 25.88%-10.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $4,692 | $3,192+47.0% | $2,428+93.2% | $4,876-3.8% |
| Participant deferral / active EE | $3,548 | $4,383-19.1% | $3,706-4.3% | $5,439-34.8% |
| Admin fee / account holder | $3,876 | $8,563-54.7% | $5,608-30.9% | $10,885-64.4% |