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 | $131,431 | $90,348+45.5% | $75,972+73.0% | $145,922-9.9% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 15.35% | 620.88%-605.5pp | 359.55%-344.2pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,533 | $3,311-23.5% | $2,685-5.6% | $4,660-45.6% |
| Participant deferral / active EE | $6,246 | $5,162+21.0% | $4,255+46.8% | $6,688-6.6% |
| Admin fee / account holder | $6,398 | $8,467-24.4% | $6,467-1.1% | $13,397-52.2% |