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 | $129,234 | $105,181+22.9% | $159,436-18.9% | $85,850+50.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 26.19% | 45.07%-18.9pp | 263.57%-237.4pp | 318.53%-292.3pp |
| Employer contribution / active EE | $1,694 | $3,318-48.9% | $4,829-64.9% | $2,565-34.0% |
| Participant deferral / active EE | $5,954 | $5,945+0.2% | $7,352-19.0% | $3,952+50.7% |
| Admin fee / account holder | $8,945 | $6,933+29.0% | $10,799-17.2% | $6,260+42.9% |