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 | $132,400 | $89,753+47.5% | $107,525+23.1% | $84,808+56.1% |
| Participation rate | 81.1% | 68.1%+13.1pp | 75.1%+6.1pp | 68.3%+12.8pp |
| Annual return | 14.92% | 29.48%-14.6pp | 181.32%-166.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $12,865 | $3,113+313.2% | $3,754+242.7% | $2,631+389.0% |
| Participant deferral / active EE | $2,992 | $4,056-26.2% | $5,116-41.5% | $4,212-29.0% |
| Admin fee / account holder | $8,013 | $7,222+10.9% | $8,919-10.2% | $7,344+9.1% |