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 | $150,667 | $77,899+93.4% | $149,673+0.7% | $75,163+100.5% |
| Participation rate | 86.1% | 65.6%+20.5pp | 78.8%+7.3pp | 67.2%+18.9pp |
| Annual return | 15.22% | 31.72%-16.5pp | 134.42%-119.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $4,806 | $3,137+53.2% | $4,818-0.2% | $2,670+80.0% |
| Participant deferral / active EE | $6,354 | $3,411+86.3% | $5,680+11.9% | $4,125+54.0% |
| Admin fee / account holder | $40,496 | $5,956+579.9% | $13,210+206.6% | $5,651+616.6% |