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 | $131,413 | $156,846-16.2% | $121,098+8.5% | $139,434-5.8% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 15.12% | 1474.56%-1459.4pp | 985.75%-970.6pp | 372.94%-357.8pp |
| Employer contribution / active EE | $987 | $5,536-82.2% | $4,164-76.3% | $4,751-79.2% |
| Participant deferral / active EE | $15,986 | $4,844+230.0% | $4,080+291.9% | $6,710+138.2% |
| Admin fee / account holder | $1,821 | $6,946-73.8% | $5,644-67.7% | $11,403-84.0% |