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 | $176,958 | $58,208+204.0% | $81,812+116.3% | $80,856+118.9% |
| Participation rate | 78.7% | 63.4%+15.3pp | 72.3%+6.4pp | 67.6%+11.1pp |
| Annual return | 12.80% | 41.66%-28.9pp | 773.79%-761.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,632 | $2,340+12.5% | $2,912-9.6% | $2,755-4.5% |
| Participant deferral / active EE | $6,719 | $3,281+104.8% | $4,319+55.6% | $4,296+56.4% |
| Admin fee / account holder | $2,046 | $4,981-58.9% | $7,386-72.3% | $6,918-70.4% |