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 | $134,197 | $85,766+56.5% | $136,294-1.5% | $70,131+91.4% |
| Participation rate | 88.5% | 74.2%+14.3pp | 81.9%+6.5pp | 69.5%+18.9pp |
| Annual return | 18.30% | 31.45%-13.2pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,437 | $2,966-17.8% | $4,695-48.1% | $2,342+4.1% |
| Participant deferral / active EE | $9,382 | $5,051+85.7% | $6,247+50.2% | $3,332+181.6% |
| Admin fee / account holder | $28,126 | $5,420+418.9% | $9,243+204.3% | $4,645+505.5% |