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 | $149,859 | $95,416+57.1% | $185,823-19.4% | $85,850+74.6% |
| Participation rate | 92.1% | 68.8%+23.3pp | 81.7%+10.4pp | 69.3%+22.8pp |
| Annual return | 13.09% | 23.59%-10.5pp | 122.05%-109.0pp | 318.53%-305.4pp |
| Employer contribution / active EE | $9,342 | $3,314+181.9% | $5,167+80.8% | $2,565+264.2% |
| Participant deferral / active EE | $6,669 | $3,423+94.8% | $5,568+19.8% | $3,952+68.8% |
| Admin fee / account holder | $1,174 | $7,213-83.7% | $16,237-92.8% | $6,260-81.2% |