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 | $154,674 | $52,953+192.1% | $172,739-10.5% | $65,185+137.3% |
| Participation rate | 94.2% | 66.2%+28.0pp | 82.6%+11.5pp | 70.2%+24.0pp |
| Annual return | 19.85% | 30.12%-10.3pp | 802.84%-783.0pp | 29.38%-9.5pp |
| Employer contribution / active EE | $1,371 | $2,190-37.4% | $5,143-73.3% | $2,177-37.0% |
| Participant deferral / active EE | $4,978 | $2,471+101.5% | $5,198-4.2% | $3,514+41.7% |
| Admin fee / account holder | $12,556 | $472+2560.8% | $13,954-10.0% | $847+1382.3% |