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 | $141,692 | $98,750+43.5% | $149,696-5.3% | $79,858+77.4% |
| Participation rate | 92.2% | 75.8%+16.4pp | 82.5%+9.7pp | 69.6%+22.6pp |
| Annual return | 14.70% | 27.43%-12.7pp | 276.60%-261.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,894 | $3,216-10.0% | $4,644-37.7% | $2,471+17.1% |
| Participant deferral / active EE | $6,574 | $5,680+15.7% | $6,842-3.9% | $3,740+75.8% |
| Admin fee / account holder | $6,970 | $6,053+15.2% | $9,309-25.1% | $5,306+31.4% |