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 | $133,615 | $107,452+24.3% | $91,541+46.0% | $142,382-6.2% |
| Participation rate | 87.0% | 75.1%+11.9pp | 69.8%+17.2pp | 80.1%+6.8pp |
| Annual return | 16.87% | 22.06%-5.2pp | 20.50%-3.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $5,348 | $2,994+78.6% | $2,505+113.5% | $4,299+24.4% |
| Participant deferral / active EE | $9,933 | $4,754+108.9% | $4,008+147.9% | $6,507+52.7% |
| Admin fee / account holder | $57,179 | $8,834+547.2% | $6,956+722.0% | $12,624+352.9% |