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 | $145,704 | $78,672+85.2% | $109,143+33.5% | $85,850+69.7% |
| Participation rate | 92.0% | 68.3%+23.7pp | 75.9%+16.1pp | 69.3%+22.7pp |
| Annual return | 14.41% | 25.09%-10.7pp | 25.75%-11.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $2,177 | $2,735-20.4% | $3,722-41.5% | $2,565-15.1% |
| Participant deferral / active EE | $8,126 | $3,467+134.4% | $4,653+74.6% | $3,952+105.6% |
| Admin fee / account holder | $20,877 | $5,469+281.7% | $6,752+209.2% | $6,260+233.5% |