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 | $145,153 | $78,422+85.1% | $95,952+51.3% | $79,858+81.8% |
| Participation rate | 91.2% | 73.5%+17.7pp | 77.1%+14.1pp | 69.6%+21.5pp |
| Annual return | 11.02% | 19.37%-8.4pp | 91.61%-80.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,143 | $1,945-41.2% | $2,541-55.0% | $2,471-53.7% |
| Participant deferral / active EE | $7,413 | $3,440+115.5% | $4,167+77.9% | $3,740+98.2% |
| Admin fee / account holder | $34,578 | $5,622+515.0% | $6,795+408.8% | $5,306+551.6% |