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 | $154,793 | $70,428+119.8% | $96,562+60.3% | $85,850+80.3% |
| Participation rate | 86.7% | 61.8%+24.9pp | 69.8%+16.9pp | 69.3%+17.4pp |
| Annual return | 13.88% | 18.59%-4.7pp | 37.78%-23.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $827 | $1,413-41.5% | $2,356-64.9% | $2,565-67.8% |
| Participant deferral / active EE | $3,612 | $2,894+24.8% | $3,849-6.2% | $3,952-8.6% |
| Admin fee / account holder | $22,607 | $4,997+352.4% | $6,181+265.8% | $6,260+261.1% |