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 | $168,238 | $88,672+89.7% | $105,223+59.9% | $82,448+104.1% |
| Participation rate | 82.8% | 67.9%+14.8pp | 75.0%+7.7pp | 68.1%+14.7pp |
| Annual return | 16.24% | 30.86%-14.6pp | 180.65%-164.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,992 | $3,048-1.8% | $3,689-18.9% | $2,551+17.3% |
| Participant deferral / active EE | $6,774 | $4,036+67.8% | $5,072+33.6% | $4,139+63.7% |
| Admin fee / account holder | $2,046 | $7,146-71.4% | $8,859-76.9% | $7,234-71.7% |