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 | $121,336 | $98,240+23.5% | $82,313+47.4% | $147,584-17.8% |
| Participation rate | 94.1% | 79.7%+14.4pp | 76.9%+17.2pp | 82.8%+11.3pp |
| Annual return | 14.51% | 30.85%-16.3pp | 25.88%-11.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $2,862 | $3,192-10.3% | $2,428+17.9% | $4,876-41.3% |
| Participant deferral / active EE | $7,534 | $4,383+71.9% | $3,706+103.3% | $5,439+38.5% |
| Admin fee / account holder | $13,876 | $8,563+62.0% | $5,608+147.4% | $10,885+27.5% |