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 | $143,005 | $77,899+83.6% | $149,673-4.5% | $75,163+90.3% |
| Participation rate | 87.5% | 65.6%+21.9pp | 78.8%+8.7pp | 67.2%+20.3pp |
| Annual return | 15.99% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $8,904 | $3,137+183.8% | $4,818+84.8% | $2,670+233.5% |
| Participant deferral / active EE | $6,374 | $3,411+86.9% | $5,680+12.2% | $4,125+54.5% |
| Admin fee / account holder | $1,751 | $5,956-70.6% | $13,210-86.7% | $5,651-69.0% |