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 | $135,434 | $77,899+73.9% | $149,673-9.5% | $75,163+80.2% |
| Participation rate | 97.0% | 65.6%+31.4pp | 78.8%+18.2pp | 67.2%+29.8pp |
| Annual return | 16.22% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,550 | $3,137-18.7% | $4,818-47.1% | $2,670-4.5% |
| Participant deferral / active EE | $7,055 | $3,411+106.8% | $5,680+24.2% | $4,125+71.0% |
| Admin fee / account holder | $21,397 | $5,956+259.2% | $13,210+62.0% | $5,651+278.6% |