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 | $134,579 | $86,891+54.9% | $142,449-5.5% | $75,163+79.0% |
| Participation rate | 80.0% | 68.5%+11.5pp | 76.8%+3.2pp | 67.2%+12.8pp |
| Annual return | 19.43% | 23.31%-3.9pp | 19.99%-0.6pp | 160.62%-141.2pp |
| Employer contribution / active EE | $3,309 | $3,355-1.4% | $4,847-31.7% | $2,670+24.0% |
| Participant deferral / active EE | $9,500 | $4,938+92.4% | $6,283+51.2% | $4,125+130.3% |
| Admin fee / account holder | $26,827 | $7,299+267.5% | $10,011+168.0% | $5,651+374.7% |