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 | $132,314 | $106,749+23.9% | $145,433-9.0% | $82,448+60.5% |
| Participation rate | 70.1% | 75.6%-5.5pp | 82.1%-12.0pp | 68.1%+2.1pp |
| Annual return | 15.63% | 27.59%-12.0pp | 66.58%-50.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $5,268 | $3,444+52.9% | $4,554+15.7% | $2,551+106.5% |
| Participant deferral / active EE | $13,330 | $6,519+104.5% | $7,897+68.8% | $4,139+222.0% |
| Admin fee / account holder | $21,713 | $8,390+158.8% | $13,129+65.4% | $7,234+200.1% |