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 | $138,018 | $102,616+34.5% | $81,983+68.3% | $158,922-13.2% |
| Participation rate | 94.7% | 75.5%+19.2pp | 69.2%+25.5pp | 82.0%+12.8pp |
| Annual return | 8.36% | 61.04%-52.7pp | 41.31%-32.9pp | 302.83%-294.5pp |
| Employer contribution / active EE | $4,791 | $3,240+47.9% | $2,498+91.8% | $4,761+0.6% |
| Participant deferral / active EE | $5,232 | $4,648+12.6% | $3,722+40.6% | $5,982-12.5% |
| Admin fee / account holder | $4,907 | $8,235-40.4% | $5,664-13.4% | $11,246-56.4% |