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 | $126,252 | $107,015+18.0% | $73,545+71.7% | $147,584-14.5% |
| Participation rate | 86.7% | 66.4%+20.3pp | 54.9%+31.7pp | 82.8%+3.8pp |
| Annual return | 21.64% | 38.25%-16.6pp | -15.16%+36.8pp | 578.55%-556.9pp |
| Employer contribution / active EE | $3,988 | $1,760+126.6% | $1,219+227.2% | $4,876-18.2% |
| Participant deferral / active EE | $1,537 | $2,462-37.6% | $1,806-14.9% | $5,439-71.7% |
| Admin fee / account holder | $5,480 | $3,055+79.4% | $2,320+136.2% | $10,885-49.7% |