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 | $132,428 | $109,881+20.5% | $150,045-11.7% | $84,808+56.2% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 14.86% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $9,985 | $3,561+180.4% | $4,693+112.8% | $2,631+279.5% |
| Participant deferral / active EE | $7,938 | $6,636+19.6% | $7,997-0.7% | $4,212+88.5% |
| Admin fee / account holder | $4,975 | $8,568-41.9% | $13,435-63.0% | $7,344-32.3% |