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 | $119,418 | $98,750+20.9% | $149,696-20.2% | $79,858+49.5% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.6%+27.4pp |
| Annual return | 14.23% | 27.43%-13.2pp | 276.60%-262.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $3,450 | $3,216+7.2% | $4,644-25.7% | $2,471+39.6% |
| Participant deferral / active EE | $8,392 | $5,680+47.7% | $6,842+22.7% | $3,740+124.4% |
| Admin fee / account holder | $10,446 | $6,053+72.6% | $9,309+12.2% | $5,306+96.9% |