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 | $146,117 | $64,839+125.4% | $95,585+52.9% | $84,808+72.3% |
| Participation rate | 81.6% | 63.8%+17.8pp | 72.1%+9.5pp | 68.3%+13.3pp |
| Annual return | 15.98% | -670.96%+686.9pp | 38.56%-22.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,062 | $1,759+74.1% | $2,527+21.2% | $2,631+16.4% |
| Participant deferral / active EE | $6,316 | $2,965+113.0% | $4,023+57.0% | $4,212+50.0% |
| Admin fee / account holder | $17,186 | $5,964+188.1% | $6,127+180.5% | $7,344+134.0% |