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 | $130,212 | $98,750+31.9% | $149,696-13.0% | $79,858+63.1% |
| Participation rate | 83.8% | 75.8%+8.0pp | 82.5%+1.3pp | 69.6%+14.2pp |
| Annual return | 12.43% | 27.43%-15.0pp | 276.60%-264.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $3,026 | $3,216-5.9% | $4,644-34.8% | $2,471+22.5% |
| Participant deferral / active EE | $7,529 | $5,680+32.5% | $6,842+10.0% | $3,740+101.3% |
| Admin fee / account holder | $1,970 | $6,053-67.5% | $9,309-78.8% | $5,306-62.9% |