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 | $137,988 | $105,181+31.2% | $159,436-13.5% | $85,850+60.7% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.8%+14.1pp | 69.3%+27.6pp |
| Annual return | 16.30% | 45.07%-28.8pp | 263.57%-247.3pp | 318.53%-302.2pp |
| Employer contribution / active EE | $5,495 | $3,318+65.6% | $4,829+13.8% | $2,565+114.2% |
| Participant deferral / active EE | $7,508 | $5,945+26.3% | $7,352+2.1% | $3,952+90.0% |
| Admin fee / account holder | $391 | $6,933-94.4% | $10,799-96.4% | $6,260-93.7% |