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 | $136,100 | $96,128+41.6% | $136,007+0.1% | $80,856+68.3% |
| Participation rate | 82.4% | 71.2%+11.1pp | 76.5%+5.9pp | 67.6%+14.7pp |
| Annual return | 13.04% | 28.71%-15.7pp | 579.32%-566.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,490 | $3,351-25.7% | $4,217-40.9% | $2,755-9.6% |
| Participant deferral / active EE | $8,469 | $5,709+48.4% | $7,025+20.6% | $4,296+97.2% |
| Admin fee / account holder | $4,710 | $8,236-42.8% | $6,858-31.3% | $6,918-31.9% |