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 | $155,418 | $52,380+196.7% | $98,755+57.4% | $85,850+81.0% |
| Participation rate | 74.1% | 58.0%+16.2pp | 65.7%+8.4pp | 69.3%+4.8pp |
| Annual return | 18.33% | 25.82%-7.5pp | 49.91%-31.6pp | 318.53%-300.2pp |
| Employer contribution / active EE | $2,315 | $1,337+73.1% | $2,067+12.0% | $2,565-9.7% |
| Participant deferral / active EE | $4,806 | $2,101+128.7% | $3,035+58.4% | $3,952+21.6% |
| Admin fee / account holder | $3,142 | $3,865-18.7% | $4,076-22.9% | $6,260-49.8% |