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 | $156,653 | $91,190+71.8% | $178,490-12.2% | $79,858+96.2% |
| Participation rate | 91.4% | 69.2%+22.2pp | 81.9%+9.4pp | 69.6%+21.7pp |
| Annual return | 19.35% | 24.19%-4.8pp | 151.07%-131.7pp | 31.71%-12.4pp |
| Employer contribution / active EE | $3,173 | $3,256-2.6% | $5,011-36.7% | $2,471+28.4% |
| Participant deferral / active EE | $5,732 | $3,236+77.1% | $5,202+10.2% | $3,740+53.2% |
| Admin fee / account holder | $1,498 | $6,751-77.8% | $13,984-89.3% | $5,306-71.8% |