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 | $155,801 | $110,261+41.3% | $95,745+62.7% | $139,434+11.7% |
| Participation rate | 90.0% | 75.8%+14.2pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 16.09% | 27.11%-11.0pp | 28.35%-12.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,668 | $3,257-48.8% | $2,835-41.2% | $4,751-64.9% |
| Participant deferral / active EE | $3,530 | $4,676-24.5% | $4,245-16.8% | $6,710-47.4% |
| Admin fee / account holder | $57,887 | $6,613+775.3% | $5,678+919.5% | $11,403+407.7% |