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 | $138,432 | $47,479+191.6% | $62,929+120.0% | $82,448+67.9% |
| Participation rate | 94.0% | 66.9%+27.2pp | 73.1%+20.9pp | 68.1%+26.0pp |
| Annual return | 14.04% | 20.34%-6.3pp | 1063.93%-1049.9pp | 41.64%-27.6pp |
| Employer contribution / active EE | $658 | $1,885-65.1% | $2,505-73.7% | $2,551-74.2% |
| Participant deferral / active EE | $2,055 | $2,870-28.4% | $3,888-47.2% | $4,139-50.4% |
| Admin fee / account holder | $3,505 | $3,804-7.9% | $5,065-30.8% | $7,234-51.6% |