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 | $137,931 | $105,181+31.1% | $159,436-13.5% | $85,850+60.7% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.8%+8.6pp | 69.3%+22.1pp |
| Annual return | 17.41% | 45.07%-27.7pp | 263.57%-246.2pp | 318.53%-301.1pp |
| Employer contribution / active EE | $2,938 | $3,318-11.5% | $4,829-39.2% | $2,565+14.5% |
| Participant deferral / active EE | $5,734 | $5,945-3.6% | $7,352-22.0% | $3,952+45.1% |
| Admin fee / account holder | $1,118 | $6,933-83.9% | $10,799-89.7% | $6,260-82.1% |