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 6-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 | $166,162 | $103,376+60.7% | $87,100+90.8% | $152,861+8.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 15.08% | 28.10%-13.0pp | 28.19%-13.1pp | 345.32%-330.2pp |
| Employer contribution / active EE | $1,118 | $3,220-65.3% | $2,521-55.7% | $4,762-76.5% |
| Participant deferral / active EE | $5,748 | $4,778+20.3% | $4,049+42.0% | $5,850-1.7% |
| Admin fee / account holder | $29,196 | $12,205+139.2% | $7,497+289.5% | $11,596+151.8% |