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 | $141,144 | $85,766+64.6% | $136,294+3.6% | $70,131+101.3% |
| Participation rate | 96.9% | 74.2%+22.7pp | 81.9%+15.0pp | 69.5%+27.3pp |
| Annual return | 17.55% | 31.45%-13.9pp | 5155.94%-5138.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,034 | $2,966-31.4% | $4,695-56.7% | $2,342-13.1% |
| Participant deferral / active EE | $6,865 | $5,051+35.9% | $6,247+9.9% | $3,332+106.1% |
| Admin fee / account holder | $3,041 | $5,420-43.9% | $9,243-67.1% | $4,645-34.5% |