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 | $137,184 | $100,041+37.1% | $149,718-8.4% | $70,131+95.6% |
| Participation rate | 95.5% | 83.6%+11.9pp | 87.1%+8.4pp | 69.5%+25.9pp |
| Annual return | 16.35% | 27.43%-11.1pp | 1501.63%-1485.3pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,837 | $3,662-22.5% | $5,445-47.9% | $2,342+21.1% |
| Participant deferral / active EE | $12,280 | $4,983+146.5% | $6,569+86.9% | $3,332+268.6% |
| Admin fee / account holder | $4,733 | $8,286-42.9% | $11,283-58.1% | $4,645+1.9% |