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 | $136,852 | $86,891+57.5% | $142,449-3.9% | $75,163+82.1% |
| Participation rate | 93.8% | 68.5%+25.2pp | 76.8%+17.0pp | 67.2%+26.6pp |
| Annual return | 15.55% | 23.31%-7.8pp | 19.99%-4.4pp | 160.62%-145.1pp |
| Employer contribution / active EE | $6,871 | $3,355+104.8% | $4,847+41.7% | $2,670+157.4% |
| Participant deferral / active EE | $6,908 | $4,938+39.9% | $6,283+9.9% | $4,125+67.5% |
| Admin fee / account holder | $5,934 | $7,299-18.7% | $10,011-40.7% | $5,651+5.0% |