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 | $176,701 | $79,449+122.4% | $189,557-6.8% | $85,850+105.8% |
| Participation rate | 89.7% | 66.0%+23.7pp | 78.4%+11.2pp | 69.3%+20.3pp |
| Annual return | 15.48% | 18.45%-3.0pp | 64.17%-48.7pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,282 | $2,081-38.4% | $4,412-70.9% | $2,565-50.0% |
| Participant deferral / active EE | $8,736 | $4,051+115.6% | $6,174+41.5% | $3,952+121.1% |
| Admin fee / account holder | $48,619 | $5,377+804.2% | $9,807+395.8% | $6,260+676.7% |