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 | $146,471 | $77,899+88.0% | $149,673-2.1% | $75,163+94.9% |
| Participation rate | 87.5% | 65.6%+21.9pp | 78.8%+8.7pp | 67.2%+20.3pp |
| Annual return | 16.28% | 31.72%-15.4pp | 134.42%-118.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $2,159 | $3,137-31.2% | $4,818-55.2% | $2,670-19.1% |
| Participant deferral / active EE | $5,448 | $3,411+59.7% | $5,680-4.1% | $4,125+32.1% |
| Admin fee / account holder | $29,304 | $5,956+392.0% | $13,210+121.8% | $5,651+418.6% |