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 | $123,705 | $98,750+25.3% | $149,696-17.4% | $79,858+54.9% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+28.0pp |
| Annual return | 13.56% | 27.43%-13.9pp | 276.60%-263.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,870 | $3,216-10.8% | $4,644-38.2% | $2,471+16.2% |
| Participant deferral / active EE | $5,738 | $5,680+1.0% | $6,842-16.1% | $3,740+53.4% |
| Admin fee / account holder | $1,394 | $6,053-77.0% | $9,309-85.0% | $5,306-73.7% |