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 | $126,896 | $77,899+62.9% | $149,673-15.2% | $75,163+68.8% |
| Participation rate | 83.9% | 65.6%+18.3pp | 78.8%+5.1pp | 67.2%+16.7pp |
| Annual return | 15.59% | 31.72%-16.1pp | 134.42%-118.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $7,698 | $3,137+145.4% | $4,818+59.8% | $2,670+188.3% |
| Participant deferral / active EE | $4,479 | $3,411+31.3% | $5,680-21.1% | $4,125+8.6% |
| Admin fee / account holder | $3,579 | $5,956-39.9% | $13,210-72.9% | $5,651-36.7% |