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 | $144,863 | $95,416+51.8% | $185,823-22.0% | $85,850+68.7% |
| Participation rate | 96.0% | 68.8%+27.2pp | 81.7%+14.3pp | 69.3%+26.7pp |
| Annual return | 20.31% | 23.59%-3.3pp | 122.05%-101.7pp | 318.53%-298.2pp |
| Employer contribution / active EE | $2,496 | $3,314-24.7% | $5,167-51.7% | $2,565-2.7% |
| Participant deferral / active EE | $6,638 | $3,423+93.9% | $5,568+19.2% | $3,952+68.0% |
| Admin fee / account holder | $3,973 | $7,213-44.9% | $16,237-75.5% | $6,260-36.5% |