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 | $132,796 | $102,966+29.0% | $90,281+47.1% | $152,861-13.1% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 19.87% | 95.16%-75.3pp | 78.10%-58.2pp | 345.32%-325.4pp |
| Employer contribution / active EE | $4,205 | $3,139+34.0% | $2,854+47.3% | $4,762-11.7% |
| Participant deferral / active EE | $8,292 | $4,281+93.7% | $3,885+113.4% | $5,850+41.7% |
| Admin fee / account holder | $3,178 | $6,171-48.5% | $5,351-40.6% | $11,596-72.6% |