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 | $138,125 | $111,754+23.6% | $103,333+33.7% | $145,922-5.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 18.88% | 24.77%-5.9pp | 24.88%-6.0pp | 561.29%-542.4pp |
| Employer contribution / active EE | $6,621 | $4,212+57.2% | $3,868+71.2% | $4,660+42.1% |
| Participant deferral / active EE | $7,995 | $5,619+42.3% | $5,057+58.1% | $6,688+19.5% |
| Admin fee / account holder | $3,846 | $9,750-60.6% | $8,355-54.0% | $13,397-71.3% |