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 | $139,029 | $85,022+63.5% | $70,515+97.2% | $139,434-0.3% |
| Participation rate | 81.0% | 73.9%+7.0pp | 68.3%+12.6pp | 80.3%+0.6pp |
| Annual return | 11.93% | 30.38%-18.5pp | 32.77%-20.8pp | 372.94%-361.0pp |
| Employer contribution / active EE | $5,551 | $3,909+42.0% | $2,973+86.7% | $4,751+16.9% |
| Participant deferral / active EE | $6,867 | $5,890+16.6% | $4,567+50.4% | $6,710+2.3% |
| Admin fee / account holder | $15,783 | $8,906+77.2% | $6,412+146.1% | $11,403+38.4% |