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 | $149,477 | $109,359+36.7% | $162,163-7.8% | $72,985+104.8% |
| Participation rate | 96.2% | 84.3%+11.9pp | 87.6%+8.6pp | 69.5%+26.7pp |
| Annual return | 118.00% | 25.46%+92.5pp | 115.59%+2.4pp | 81.00%+37.0pp |
| Employer contribution / active EE | $1,526 | $3,907-60.9% | $5,614-72.8% | $2,440-37.4% |
| Participant deferral / active EE | $6,938 | $5,481+26.6% | $7,298-4.9% | $3,607+92.3% |
| Admin fee / account holder | $28,532 | $7,972+257.9% | $10,843+163.1% | $5,124+456.8% |