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 | $122,264 | $98,750+23.8% | $149,696-18.3% | $79,858+53.1% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 16.86% | 27.43%-10.6pp | 276.60%-259.7pp | 31.71%-14.9pp |
| Employer contribution / active EE | $2,807 | $3,216-12.7% | $4,644-39.6% | $2,471+13.6% |
| Participant deferral / active EE | $12,433 | $5,680+118.9% | $6,842+81.7% | $3,740+232.4% |
| Admin fee / account holder | $5,133 | $6,053-15.2% | $9,309-44.9% | $5,306-3.3% |