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 | $120,435 | $98,750+22.0% | $149,696-19.5% | $79,858+50.8% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.6%+24.5pp |
| Annual return | 12.62% | 27.43%-14.8pp | 276.60%-264.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $3,544 | $3,216+10.2% | $4,644-23.7% | $2,471+43.4% |
| Participant deferral / active EE | $8,996 | $5,680+58.4% | $6,842+31.5% | $3,740+140.5% |
| Admin fee / account holder | $31,844 | $6,053+426.1% | $9,309+242.1% | $5,306+500.1% |