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 | $133,497 | $118,680+12.5% | $98,907+35.0% | $158,922-16.0% |
| Participation rate | 90.0% | 77.8%+12.2pp | 76.0%+14.0pp | 82.0%+8.0pp |
| Annual return | 16.21% | 372.35%-356.1pp | 196.43%-180.2pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,112 | $3,333-66.6% | $2,689-58.6% | $4,761-76.6% |
| Participant deferral / active EE | $3,539 | $5,088-30.4% | $4,244-16.6% | $5,982-40.8% |
| Admin fee / account holder | $1,016 | $10,131-90.0% | $6,642-84.7% | $11,246-91.0% |