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 | $128,931 | $105,181+22.6% | $159,436-19.1% | $85,850+50.2% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.8%+14.1pp | 69.3%+27.7pp |
| Annual return | 14.50% | 45.07%-30.6pp | 263.57%-249.1pp | 318.53%-304.0pp |
| Employer contribution / active EE | $3,906 | $3,318+17.7% | $4,829-19.1% | $2,565+52.3% |
| Participant deferral / active EE | $9,284 | $5,945+56.2% | $7,352+26.3% | $3,952+134.9% |
| Admin fee / account holder | $9,573 | $6,933+38.1% | $10,799-11.4% | $6,260+52.9% |