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 | $131,630 | $62,573+110.4% | $85,682+53.6% | $85,850+53.3% |
| Participation rate | 76.9% | 61.1%+15.8pp | 69.9%+7.1pp | 69.3%+7.6pp |
| Annual return | 20.71% | 23.77%-3.1pp | 21.49%-0.8pp | 318.53%-297.8pp |
| Employer contribution / active EE | $1,888 | $1,757+7.5% | $2,618-27.9% | $2,565-26.4% |
| Participant deferral / active EE | $5,392 | $2,802+92.4% | $3,923+37.5% | $3,952+36.5% |
| Admin fee / account holder | $16,738 | $4,640+260.7% | $6,873+143.5% | $6,260+167.4% |