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 | $143,831 | $110,261+30.4% | $95,745+50.2% | $139,434+3.2% |
| Participation rate | 94.1% | 75.8%+18.4pp | 72.3%+21.9pp | 80.3%+13.8pp |
| Annual return | 19.70% | 27.11%-7.4pp | 28.35%-8.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,961 | $3,257-9.1% | $2,835+4.4% | $4,751-37.7% |
| Participant deferral / active EE | $8,786 | $4,676+87.9% | $4,245+107.0% | $6,710+30.9% |
| Admin fee / account holder | $2,686 | $6,613-59.4% | $5,678-52.7% | $11,403-76.4% |