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 | $140,948 | $99,985+41.0% | $146,665-3.9% | $85,850+64.2% |
| Participation rate | 96.9% | 73.1%+23.8pp | 80.1%+16.8pp | 69.3%+27.6pp |
| Annual return | 14.16% | 18.93%-4.8pp | 22.74%-8.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $3,053 | $2,559+19.3% | $4,136-26.2% | $2,565+19.0% |
| Participant deferral / active EE | $3,900 | $4,006-2.6% | $5,506-29.2% | $3,952-1.3% |
| Admin fee / account holder | $16,294 | $7,702+111.5% | $10,280+58.5% | $6,260+160.3% |