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 | $132,234 | $84,233+57.0% | $170,442-22.4% | $70,131+88.6% |
| Participation rate | 97.7% | 70.8%+26.8pp | 83.6%+14.1pp | 69.5%+28.1pp |
| Annual return | 14.72% | 23.06%-8.3pp | 205.93%-191.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $6,074 | $3,387+79.3% | $5,433+11.8% | $2,342+159.3% |
| Participant deferral / active EE | $4,873 | $3,086+57.9% | $4,939-1.3% | $3,332+46.3% |
| Admin fee / account holder | $36,857 | $5,698+546.8% | $13,880+165.5% | $4,645+693.4% |