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 | $154,677 | $53,127+191.1% | $86,590+78.6% | $70,131+120.6% |
| Participation rate | 80.6% | 65.3%+15.2pp | 73.5%+7.0pp | 69.5%+11.0pp |
| Annual return | 17.86% | 27.66%-9.8pp | 964.84%-947.0pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,032 | $2,068-1.7% | $2,839-28.4% | $2,342-13.2% |
| Participant deferral / active EE | $5,813 | $2,696+115.6% | $3,609+61.1% | $3,332+74.5% |
| Admin fee / account holder | $1,579 | $3,585-56.0% | $4,906-67.8% | $4,645-66.0% |