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 | $145,662 | $84,233+72.9% | $170,442-14.5% | $70,131+107.7% |
| Participation rate | 97.4% | 70.8%+26.5pp | 83.6%+13.8pp | 69.5%+27.8pp |
| Annual return | 14.82% | 23.06%-8.2pp | 205.93%-191.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $6,143 | $3,387+81.4% | $5,433+13.1% | $2,342+162.2% |
| Participant deferral / active EE | $4,880 | $3,086+58.1% | $4,939-1.2% | $3,332+46.5% |
| Admin fee / account holder | $2,012 | $5,698-64.7% | $13,880-85.5% | $4,645-56.7% |