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 | $164,459 | $84,233+95.2% | $170,442-3.5% | $70,131+134.5% |
| Participation rate | 92.9% | 70.8%+22.0pp | 83.6%+9.3pp | 69.5%+23.3pp |
| Annual return | 12.25% | 23.06%-10.8pp | 205.93%-193.7pp | 73.14%-60.9pp |
| Employer contribution / active EE | $5,549 | $3,387+63.8% | $5,433+2.1% | $2,342+136.9% |
| Participant deferral / active EE | $2,901 | $3,086-6.0% | $4,939-41.3% | $3,332-12.9% |
| Admin fee / account holder | $951 | $5,698-83.3% | $13,880-93.1% | $4,645-79.5% |