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 | $138,919 | $138,347+0.4% | $184,203-24.6% | $80,856+71.8% |
| Participation rate | 96.5% | 83.9%+12.6pp | 86.8%+9.7pp | 67.6%+28.8pp |
| Annual return | 12.33% | 20.02%-7.7pp | 28.81%-16.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $5,793 | $4,850+19.4% | $6,427-9.9% | $2,755+110.3% |
| Participant deferral / active EE | $10,098 | $7,071+42.8% | $9,131+10.6% | $4,296+135.1% |
| Admin fee / account holder | $17,487 | $10,483+66.8% | $13,901+25.8% | $6,918+152.8% |