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 | $121,584 | $98,750+23.1% | $149,696-18.8% | $79,858+52.3% |
| Participation rate | 94.2% | 75.8%+18.5pp | 82.5%+11.8pp | 69.6%+24.6pp |
| Annual return | 14.20% | 27.43%-13.2pp | 276.60%-262.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $3,708 | $3,216+15.3% | $4,644-20.2% | $2,471+50.1% |
| Participant deferral / active EE | $7,262 | $5,680+27.9% | $6,842+6.1% | $3,740+94.2% |
| Admin fee / account holder | $1,037 | $6,053-82.9% | $9,309-88.9% | $5,306-80.5% |