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 | $135,853 | $100,923+34.6% | $150,045-9.5% | $74,304+82.8% |
| Participation rate | 92.4% | 70.1%+22.3pp | 82.3%+10.1pp | 60.3%+32.0pp |
| Annual return | 16.11% | 51.77%-35.7pp | 62.55%-46.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $2,145 | $3,463-38.1% | $4,693-54.3% | $2,241-4.3% |
| Participant deferral / active EE | $7,157 | $6,709+6.7% | $7,997-10.5% | $3,767+90.0% |
| Admin fee / account holder | $4,101 | $2,767+48.2% | $13,435-69.5% | $2,969+38.1% |