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 | $144,412 | $54,705+164.0% | $71,209+102.8% | $84,808+70.3% |
| Participation rate | 97.9% | 64.1%+33.8pp | 73.8%+24.2pp | 68.3%+29.6pp |
| Annual return | 17.14% | 35.90%-18.8pp | 282.51%-265.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,686 | $2,158-21.9% | $2,721-38.1% | $2,631-35.9% |
| Participant deferral / active EE | $4,007 | $3,030+32.2% | $4,175-4.0% | $4,212-4.9% |
| Admin fee / account holder | $3,087 | $4,863-36.5% | $5,349-42.3% | $7,344-58.0% |