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 | $144,053 | $98,750+45.9% | $149,696-3.8% | $79,858+80.4% |
| Participation rate | 75.5% | 75.8%-0.3pp | 82.5%-7.0pp | 69.6%+5.9pp |
| Annual return | 21.13% | 27.43%-6.3pp | 276.60%-255.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $1,223 | $3,216-62.0% | $4,644-73.7% | $2,471-50.5% |
| Participant deferral / active EE | $7,367 | $5,680+29.7% | $6,842+7.7% | $3,740+97.0% |
| Admin fee / account holder | $1,805 | $6,053-70.2% | $9,309-80.6% | $5,306-66.0% |