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 | $111,055 | $98,750+12.5% | $149,696-25.8% | $79,858+39.1% |
| Participation rate | 77.1% | 75.8%+1.3pp | 82.5%-5.4pp | 69.6%+7.5pp |
| Annual return | 14.24% | 27.43%-13.2pp | 276.60%-262.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $3,503 | $3,216+8.9% | $4,644-24.6% | $2,471+41.8% |
| Participant deferral / active EE | $8,063 | $5,680+42.0% | $6,842+17.9% | $3,740+115.6% |
| Admin fee / account holder | $11,549 | $6,053+90.8% | $9,309+24.1% | $5,306+117.7% |