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 | $137,993 | $78,422+76.0% | $95,952+43.8% | $79,858+72.8% |
| Participation rate | 87.5% | 73.5%+14.0pp | 77.1%+10.4pp | 69.6%+17.9pp |
| Annual return | 15.07% | 19.37%-4.3pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,748 | $1,945-10.1% | $2,541-31.2% | $2,471-29.2% |
| Participant deferral / active EE | $6,105 | $3,440+77.5% | $4,167+46.5% | $3,740+63.2% |
| Admin fee / account holder | $5,795 | $5,622+3.1% | $6,795-14.7% | $5,306+9.2% |