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 | $138,467 | $98,750+40.2% | $149,696-7.5% | $79,858+73.4% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 15.13% | 27.43%-12.3pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,218 | $3,216-62.1% | $4,644-73.8% | $2,471-50.7% |
| Participant deferral / active EE | $10,726 | $5,680+88.8% | $6,842+56.8% | $3,740+186.8% |
| Admin fee / account holder | $1,861 | $6,053-69.2% | $9,309-80.0% | $5,306-64.9% |