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 | $143,516 | $52,279+174.5% | $89,391+60.5% | $79,858+79.7% |
| Participation rate | 97.2% | 57.5%+39.7pp | 68.0%+29.2pp | 69.6%+27.6pp |
| Annual return | 21.45% | 22.16%-0.7pp | 245.62%-224.2pp | 31.71%-10.3pp |
| Employer contribution / active EE | $265 | $1,572-83.1% | $2,586-89.7% | $2,471-89.3% |
| Participant deferral / active EE | $10,526 | $2,740+284.1% | $3,890+170.6% | $3,740+181.4% |
| Admin fee / account holder | $5,584 | $3,356+66.4% | $4,881+14.4% | $5,306+5.2% |