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 | $121,464 | $147,584-17.7% | $85,299+42.4% | $147,584-17.7% |
| Participation rate | 85.7% | 82.8%+2.9pp | 77.9%+7.9pp | 82.8%+2.9pp |
| Annual return | 12.20% | 578.55%-566.3pp | 16.07%-3.9pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,002 | $4,876-79.5% | $1,718-41.7% | $4,876-79.5% |
| Participant deferral / active EE | $2,180 | $5,439-59.9% | $3,912-44.3% | $5,439-59.9% |
| Admin fee / account holder | $27,832 | $10,885+155.7% | $14,069+97.8% | $10,885+155.7% |