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 | $143,760 | $98,750+45.6% | $149,696-4.0% | $79,858+80.0% |
| Participation rate | 84.8% | 75.8%+9.1pp | 82.5%+2.4pp | 69.6%+15.2pp |
| Annual return | 12.95% | 27.43%-14.5pp | 276.60%-263.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $3,933 | $3,216+22.3% | $4,644-15.3% | $2,471+59.2% |
| Participant deferral / active EE | $8,261 | $5,680+45.4% | $6,842+20.7% | $3,740+120.9% |
| Admin fee / account holder | $2,031 | $6,053-66.4% | $9,309-78.2% | $5,306-61.7% |