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 | $131,924 | $105,181+25.4% | $159,436-17.3% | $85,850+53.7% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.8%+4.7pp | 69.3%+18.2pp |
| Annual return | 17.26% | 45.07%-27.8pp | 263.57%-246.3pp | 318.53%-301.3pp |
| Employer contribution / active EE | $5,065 | $3,318+52.6% | $4,829+4.9% | $2,565+97.4% |
| Participant deferral / active EE | $2,845 | $5,945-52.1% | $7,352-61.3% | $3,952-28.0% |
| Admin fee / account holder | $2,310 | $6,933-66.7% | $10,799-78.6% | $6,260-63.1% |