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 6-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 | $139,910 | $105,931+32.1% | $81,930+70.8% | $158,922-12.0% |
| Participation rate | 90.0% | 75.6%+14.4pp | 72.0%+18.0pp | 82.0%+8.0pp |
| Annual return | 18.59% | 38.17%-19.6pp | 29.49%-10.9pp | 302.83%-284.2pp |
| Employer contribution / active EE | $634 | $7,800-91.9% | $4,310-85.3% | $4,761-86.7% |
| Participant deferral / active EE | $8,637 | $13,003-33.6% | $7,107+21.5% | $5,982+44.4% |
| Admin fee / account holder | $19,756 | $8,489+132.7% | $5,158+283.0% | $11,246+75.7% |