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 | $128,936 | $95,416+35.1% | $185,823-30.6% | $85,850+50.2% |
| Participation rate | 96.8% | 68.8%+28.0pp | 81.7%+15.1pp | 69.3%+27.5pp |
| Annual return | 15.32% | 23.59%-8.3pp | 122.05%-106.7pp | 318.53%-303.2pp |
| Employer contribution / active EE | $4,734 | $3,314+42.9% | $5,167-8.4% | $2,565+84.6% |
| Participant deferral / active EE | $8,340 | $3,423+143.6% | $5,568+49.8% | $3,952+111.1% |
| Admin fee / account holder | $9,202 | $7,213+27.6% | $16,237-43.3% | $6,260+47.0% |