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 | $140,629 | $98,750+42.4% | $149,696-6.1% | $79,858+76.1% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+23.9pp |
| Annual return | 19.20% | 27.43%-8.2pp | 276.60%-257.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $3,782 | $3,216+17.6% | $4,644-18.6% | $2,471+53.1% |
| Participant deferral / active EE | $8,656 | $5,680+52.4% | $6,842+26.5% | $3,740+131.5% |
| Admin fee / account holder | $3,684 | $6,053-39.1% | $9,309-60.4% | $5,306-30.6% |