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 | $142,458 | $109,327+30.3% | $89,391+59.4% | $158,922-10.4% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 17.43% | 345.68%-328.2pp | 245.62%-228.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,752 | $3,170-13.2% | $2,586+6.5% | $4,761-42.2% |
| Participant deferral / active EE | $6,149 | $4,598+33.7% | $3,890+58.1% | $5,982+2.8% |
| Admin fee / account holder | $1,227 | $6,153-80.1% | $4,881-74.9% | $11,246-89.1% |