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 | $146,148 | $59,101+147.3% | $77,163+89.4% | $75,163+94.4% |
| Participation rate | 94.9% | 63.9%+31.0pp | 69.6%+25.3pp | 67.2%+27.7pp |
| Annual return | 23.00% | 26.71%-3.7pp | 37.87%-14.9pp | 160.62%-137.6pp |
| Employer contribution / active EE | $3,830 | $1,995+92.0% | $2,535+51.1% | $2,670+43.5% |
| Participant deferral / active EE | $7,561 | $2,999+152.1% | $3,833+97.2% | $4,125+83.3% |
| Admin fee / account holder | $2,449 | $4,774-48.7% | $5,472-55.2% | $5,651-56.7% |