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 | $140,069 | $142,405-1.6% | $115,157+21.6% | $152,861-8.4% |
| Participation rate | 78.6% | 82.4%-3.8pp | 75.9%+2.7pp | 82.4%-3.9pp |
| Annual return | 22.55% | 41.48%-18.9pp | 35.60%-13.1pp | 345.32%-322.8pp |
| Employer contribution / active EE | $6,925 | $4,010+72.7% | $3,179+117.9% | $4,762+45.4% |
| Participant deferral / active EE | $2,590 | $5,164-49.8% | $4,168-37.9% | $5,850-55.7% |
| Admin fee / account holder | $13,429 | $8,462+58.7% | $7,088+89.5% | $11,596+15.8% |