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 | $148,815 | $98,750+50.7% | $149,696-0.6% | $79,858+86.3% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.5%+4.2pp | 69.6%+17.0pp |
| Annual return | 23.37% | 27.43%-4.1pp | 276.60%-253.2pp | 31.71%-8.3pp |
| Employer contribution / active EE | $3,681 | $3,216+14.4% | $4,644-20.8% | $2,471+49.0% |
| Participant deferral / active EE | $8,058 | $5,680+41.9% | $6,842+17.8% | $3,740+115.4% |
| Admin fee / account holder | $4,475 | $6,053-26.1% | $9,309-51.9% | $5,306-15.7% |