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 | $168,236 | $89,753+87.4% | $107,525+56.5% | $84,808+98.4% |
| Participation rate | 90.6% | 68.1%+22.5pp | 75.1%+15.5pp | 68.3%+22.3pp |
| Annual return | 13.13% | 29.48%-16.3pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,445 | $3,113+10.6% | $3,754-8.2% | $2,631+30.9% |
| Participant deferral / active EE | $7,630 | $4,056+88.1% | $5,116+49.1% | $4,212+81.2% |
| Admin fee / account holder | $14,913 | $7,222+106.5% | $8,919+67.2% | $7,344+103.1% |