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 | $132,209 | $100,041+32.2% | $149,718-11.7% | $70,131+88.5% |
| Participation rate | 96.4% | 83.6%+12.8pp | 87.1%+9.4pp | 69.5%+26.9pp |
| Annual return | 20.38% | 27.43%-7.0pp | 1501.63%-1481.2pp | 73.14%-52.8pp |
| Employer contribution / active EE | $2,277 | $3,662-37.8% | $5,445-58.2% | $2,342-2.8% |
| Participant deferral / active EE | $5,120 | $4,983+2.8% | $6,569-22.1% | $3,332+53.7% |
| Admin fee / account holder | $4,051 | $8,286-51.1% | $11,283-64.1% | $4,645-12.8% |