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 | $132,282 | $98,750+34.0% | $149,696-11.6% | $79,858+65.6% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.5%+13.2pp | 69.6%+26.1pp |
| Annual return | 14.33% | 27.43%-13.1pp | 276.60%-262.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,498 | $3,216-53.4% | $4,644-67.7% | $2,471-39.4% |
| Participant deferral / active EE | $8,813 | $5,680+55.2% | $6,842+28.8% | $3,740+135.6% |
| Admin fee / account holder | $14,026 | $6,053+131.7% | $9,309+50.7% | $5,306+164.3% |