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 | $139,202 | $105,181+32.3% | $159,436-12.7% | $85,850+62.1% |
| Participation rate | 85.5% | 75.8%+9.7pp | 82.8%+2.7pp | 69.3%+16.2pp |
| Annual return | 13.35% | 45.07%-31.7pp | 263.57%-250.2pp | 318.53%-305.2pp |
| Employer contribution / active EE | $6,355 | $3,318+91.5% | $4,829+31.6% | $2,565+147.7% |
| Participant deferral / active EE | $5,480 | $5,945-7.8% | $7,352-25.5% | $3,952+38.7% |
| Admin fee / account holder | $3,901 | $6,933-43.7% | $10,799-63.9% | $6,260-37.7% |