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 | $135,834 | $89,753+51.3% | $107,525+26.3% | $84,808+60.2% |
| Participation rate | 96.4% | 68.1%+28.3pp | 75.1%+21.3pp | 68.3%+28.1pp |
| Annual return | 14.07% | 29.48%-15.4pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,090 | $3,113-0.7% | $3,754-17.7% | $2,631+17.5% |
| Participant deferral / active EE | $8,746 | $4,056+115.6% | $5,116+71.0% | $4,212+107.7% |
| Admin fee / account holder | $2,512 | $7,222-65.2% | $8,919-71.8% | $7,344-65.8% |