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 | $129,455 | $98,750+31.1% | $149,696-13.5% | $79,858+62.1% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.5%+12.4pp | 69.6%+25.3pp |
| Annual return | 20.59% | 27.43%-6.8pp | 276.60%-256.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,832 | $3,216-43.0% | $4,644-60.6% | $2,471-25.9% |
| Participant deferral / active EE | $9,221 | $5,680+62.3% | $6,842+34.8% | $3,740+146.5% |
| Admin fee / account holder | $7,075 | $6,053+16.9% | $9,309-24.0% | $5,306+33.3% |