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 | $138,078 | $110,257+25.2% | $96,544+43.0% | $139,434-1.0% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 16.75% | 26.32%-9.6pp | 25.84%-9.1pp | 372.94%-356.2pp |
| Employer contribution / active EE | $6,598 | $3,620+82.3% | $2,965+122.5% | $4,751+38.9% |
| Participant deferral / active EE | $7,246 | $5,548+30.6% | $4,851+49.4% | $6,710+8.0% |
| Admin fee / account holder | $3,404 | $11,591-70.6% | $8,252-58.7% | $11,403-70.1% |