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 | $134,186 | $74,888+79.2% | $71,209+88.4% | $142,382-5.8% |
| Participation rate | 85.0% | 76.2%+8.8pp | 73.8%+11.2pp | 80.1%+4.9pp |
| Annual return | 17.33% | 345.14%-327.8pp | 282.51%-265.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $14,006 | $2,854+390.7% | $2,721+414.7% | $4,299+225.8% |
| Participant deferral / active EE | $13,199 | $4,454+196.3% | $4,175+216.1% | $6,507+102.8% |
| Admin fee / account holder | $2,202 | $5,568-60.5% | $5,349-58.8% | $12,624-82.6% |