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 | $138,612 | $111,535+24.3% | $105,223+31.7% | $137,256+1.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 15.12% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,989 | $3,939-24.1% | $3,689-19.0% | $4,156-28.1% |
| Participant deferral / active EE | $9,312 | $5,500+69.3% | $5,072+83.6% | $6,407+45.3% |
| Admin fee / account holder | $6,362 | $9,721-34.6% | $8,859-28.2% | $12,270-48.2% |