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 | $132,066 | $93,571+41.1% | $135,903-2.8% | $75,163+75.7% |
| Participation rate | 81.5% | 75.2%+6.4pp | 81.9%-0.4pp | 67.2%+14.3pp |
| Annual return | 19.27% | 30.90%-11.6pp | 68.23%-49.0pp | 160.62%-141.3pp |
| Employer contribution / active EE | $5,670 | $3,537+60.3% | $4,856+16.8% | $2,670+112.4% |
| Participant deferral / active EE | $11,495 | $6,404+79.5% | $7,758+48.2% | $4,125+178.7% |
| Admin fee / account holder | $3,786 | $6,975-45.7% | $10,762-64.8% | $5,651-33.0% |