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 | $130,989 | $81,446+60.8% | $103,374+26.7% | $80,874+62.0% |
| Participation rate | 87.4% | 66.9%+20.5pp | 74.5%+12.8pp | 67.6%+19.7pp |
| Annual return | 12.23% | 25.57%-13.3pp | 24.89%-12.7pp | 35.62%-23.4pp |
| Employer contribution / active EE | $13,240 | $3,107+326.1% | $3,869+242.2% | $2,756+380.5% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $28,982 | $6,715+331.6% | $8,394+245.3% | $6,935+317.9% |