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 | $126,403 | $93,571+35.1% | $135,903-7.0% | $75,163+68.2% |
| Participation rate | 93.1% | 75.2%+17.9pp | 81.9%+11.2pp | 67.2%+25.9pp |
| Annual return | 18.61% | 30.90%-12.3pp | 68.23%-49.6pp | 160.62%-142.0pp |
| Employer contribution / active EE | $2,668 | $3,537-24.6% | $4,856-45.1% | $2,670-0.1% |
| Participant deferral / active EE | $7,089 | $6,404+10.7% | $7,758-8.6% | $4,125+71.8% |
| Admin fee / account holder | $12,246 | $6,975+75.6% | $10,762+13.8% | $5,651+116.7% |