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 | $144,202 | $94,338+52.9% | $100,534+43.4% | $142,382+1.3% |
| Participation rate | 95.2% | 81.7%+13.5pp | 80.6%+14.6pp | 80.1%+15.1pp |
| Annual return | 14.37% | 29.20%-14.8pp | 32.66%-18.3pp | 217.08%-202.7pp |
| Employer contribution / active EE | $10,708 | $4,237+152.7% | $4,346+146.4% | $4,299+149.1% |
| Participant deferral / active EE | $3,788 | $5,934-36.2% | $6,144-38.3% | $6,507-41.8% |
| Admin fee / account holder | $30,828 | $8,421+266.1% | $7,654+302.8% | $12,624+144.2% |