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 | $140,778 | $78,672+78.9% | $109,143+29.0% | $85,850+64.0% |
| Participation rate | 75.9% | 68.3%+7.7pp | 75.9%0pp | 69.3%+6.6pp |
| Annual return | 37.39% | 25.09%+12.3pp | 25.75%+11.6pp | 318.53%-281.1pp |
| Employer contribution / active EE | $2,259 | $2,735-17.4% | $3,722-39.3% | $2,565-11.9% |
| Participant deferral / active EE | $5,267 | $3,467+51.9% | $4,653+13.2% | $3,952+33.3% |
| Admin fee / account holder | $1,529 | $5,469-72.1% | $6,752-77.4% | $6,260-75.6% |