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 | $136,229 | $78,705+73.1% | $117,854+15.6% | $70,131+94.2% |
| Participation rate | 96.4% | 73.2%+23.2pp | 79.7%+16.8pp | 69.5%+26.9pp |
| Annual return | 15.12% | 23.30%-8.2pp | 335.08%-320.0pp | 73.14%-58.0pp |
| Employer contribution / active EE | $2,586 | $2,223+16.3% | $3,786-31.7% | $2,342+10.4% |
| Participant deferral / active EE | $3,442 | $3,297+4.4% | $4,482-23.2% | $3,332+3.3% |
| Admin fee / account holder | $23,474 | $5,065+363.4% | $8,020+192.7% | $4,645+405.3% |