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 | $159,289 | $98,750+61.3% | $149,696+6.4% | $79,858+99.5% |
| Participation rate | 84.8% | 75.8%+9.0pp | 82.5%+2.3pp | 69.6%+15.2pp |
| Annual return | 16.24% | 27.43%-11.2pp | 276.60%-260.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,040 | $3,216-36.6% | $4,644-56.1% | $2,471-17.4% |
| Participant deferral / active EE | $6,939 | $5,680+22.2% | $6,842+1.4% | $3,740+85.5% |
| Admin fee / account holder | $15,537 | $6,053+156.7% | $9,309+66.9% | $5,306+192.8% |