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 | $116,480 | $48,570+139.8% | $130,648-10.8% | $72,985+59.6% |
| Participation rate | 88.6% | 58.6%+30.1pp | 71.7%+16.9pp | 69.5%+19.2pp |
| Annual return | 23.95% | 38.63%-14.7pp | 1708.96%-1685.0pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,581 | $1,334+18.5% | $4,092-61.4% | $2,440-35.2% |
| Participant deferral / active EE | $5,932 | $2,384+148.9% | $3,603+64.7% | $3,607+64.4% |
| Admin fee / account holder | $1,386 | $3,549-60.9% | $5,464-74.6% | $5,124-73.0% |