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 | $124,145 | $98,750+25.7% | $149,696-17.1% | $79,858+55.5% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.5%+3.7pp | 69.6%+16.6pp |
| Annual return | 15.10% | 27.43%-12.3pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,271 | $3,216-60.5% | $4,644-72.6% | $2,471-48.6% |
| Participant deferral / active EE | $3,383 | $5,680-40.4% | $6,842-50.5% | $3,740-9.5% |
| Admin fee / account holder | $623 | $6,053-89.7% | $9,309-93.3% | $5,306-88.3% |