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 | $142,321 | $53,127+167.9% | $86,590+64.4% | $70,131+102.9% |
| Participation rate | 81.1% | 65.3%+15.8pp | 73.5%+7.5pp | 69.5%+11.5pp |
| Annual return | 23.83% | 27.66%-3.8pp | 964.84%-941.0pp | 73.14%-49.3pp |
| Employer contribution / active EE | $1,540 | $2,068-25.5% | $2,839-45.8% | $2,342-34.3% |
| Participant deferral / active EE | $4,513 | $2,696+67.4% | $3,609+25.1% | $3,332+35.5% |
| Admin fee / account holder | $1,649 | $3,585-54.0% | $4,906-66.4% | $4,645-64.5% |