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 | $140,907 | $66,402+112.2% | $109,895+28.2% | $85,850+64.1% |
| Participation rate | 90.4% | 63.9%+26.5pp | 74.2%+16.1pp | 69.3%+21.0pp |
| Annual return | 14.99% | 19.59%-4.6pp | 29.45%-14.5pp | 318.53%-303.5pp |
| Employer contribution / active EE | $3,867 | $1,687+129.2% | $2,842+36.0% | $2,565+50.7% |
| Participant deferral / active EE | $5,887 | $2,842+107.1% | $4,048+45.4% | $3,952+49.0% |
| Admin fee / account holder | $3,291 | $4,557-27.8% | $6,066-45.7% | $6,260-47.4% |