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 | $148,940 | $98,750+50.8% | $149,696-0.5% | $79,858+86.5% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.5%+15.5pp | 69.6%+28.3pp |
| Annual return | 12.63% | 27.43%-14.8pp | 276.60%-264.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $4,280 | $3,216+33.1% | $4,644-7.8% | $2,471+73.2% |
| Participant deferral / active EE | $7,491 | $5,680+31.9% | $6,842+9.5% | $3,740+100.3% |
| Admin fee / account holder | $11,965 | $6,053+97.7% | $9,309+28.5% | $5,306+125.5% |