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 | $122,708 | $98,750+24.3% | $149,696-18.0% | $79,858+53.7% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.5%+12.8pp | 69.6%+25.6pp |
| Annual return | 20.05% | 27.43%-7.4pp | 276.60%-256.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,399 | $3,216-56.5% | $4,644-69.9% | $2,471-43.4% |
| Participant deferral / active EE | $8,185 | $5,680+44.1% | $6,842+19.6% | $3,740+118.8% |
| Admin fee / account holder | $2,398 | $6,053-60.4% | $9,309-74.2% | $5,306-54.8% |