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 | $136,541 | $77,899+75.3% | $149,673-8.8% | $75,163+81.7% |
| Participation rate | 93.0% | 65.6%+27.4pp | 78.8%+14.2pp | 67.2%+25.8pp |
| Annual return | 20.51% | 31.72%-11.2pp | 134.42%-113.9pp | 160.62%-140.1pp |
| Employer contribution / active EE | $3,454 | $3,137+10.1% | $4,818-28.3% | $2,670+29.4% |
| Participant deferral / active EE | $2,506 | $3,411-26.5% | $5,680-55.9% | $4,125-39.2% |
| Admin fee / account holder | $1,500 | $5,956-74.8% | $13,210-88.6% | $5,651-73.5% |