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 | $132,380 | $74,888+76.8% | $71,209+85.9% | $142,382-7.0% |
| Participation rate | 73.3% | 76.2%-2.9pp | 73.8%-0.4pp | 80.1%-6.8pp |
| Annual return | 18.16% | 345.14%-327.0pp | 282.51%-264.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $6,907 | $2,854+142.0% | $2,721+153.9% | $4,299+60.7% |
| Participant deferral / active EE | $12,028 | $4,454+170.0% | $4,175+188.1% | $6,507+84.8% |
| Admin fee / account holder | $4,532 | $5,568-18.6% | $5,349-15.3% | $12,624-64.1% |