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 | $139,693 | $53,516+161.0% | $126,539+10.4% | $84,808+64.7% |
| Participation rate | 88.8% | 58.2%+30.5pp | 69.8%+19.0pp | 68.3%+20.5pp |
| Annual return | 14.91% | 58.34%-43.4pp | 425.95%-411.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,914 | $1,535+24.7% | $3,674-47.9% | $2,631-27.3% |
| Participant deferral / active EE | $4,589 | $2,671+71.8% | $4,083+12.4% | $4,212+9.0% |
| Admin fee / account holder | $3,476 | $4,497-22.7% | $6,065-42.7% | $7,344-52.7% |