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 | $141,915 | $77,899+82.2% | $149,673-5.2% | $75,163+88.8% |
| Participation rate | 91.7% | 65.6%+26.1pp | 78.8%+12.9pp | 67.2%+24.5pp |
| Annual return | 18.10% | 31.72%-13.6pp | 134.42%-116.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $14,279 | $3,137+355.1% | $4,818+196.4% | $2,670+434.9% |
| Participant deferral / active EE | $4,259 | $3,411+24.9% | $5,680-25.0% | $4,125+3.2% |
| Admin fee / account holder | $7,175 | $5,956+20.5% | $13,210-45.7% | $5,651+27.0% |