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 | $142,595 | $112,881+26.3% | $90,951+56.8% | $158,922-10.3% |
| Participation rate | 95.8% | 74.7%+21.1pp | 69.0%+26.8pp | 82.0%+13.9pp |
| Annual return | 18.39% | 215.79%-197.4pp | 134.60%-116.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,877 | $2,893-35.1% | $2,122-11.6% | $4,761-60.6% |
| Participant deferral / active EE | $5,448 | $4,128+32.0% | $3,373+61.5% | $5,982-8.9% |
| Admin fee / account holder | $11,875 | $8,041+47.7% | $5,959+99.3% | $11,246+5.6% |