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 | $142,351 | $85,202+67.1% | $172,739-17.6% | $72,985+95.0% |
| Participation rate | 90.6% | 70.1%+20.5pp | 82.6%+7.9pp | 69.5%+21.1pp |
| Annual return | 22.40% | 27.32%-4.9pp | 802.84%-780.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,830 | $3,324-45.0% | $5,143-64.4% | $2,440-25.0% |
| Participant deferral / active EE | $6,726 | $3,260+106.3% | $5,198+29.4% | $3,607+86.4% |
| Admin fee / account holder | $32,205 | $5,884+447.3% | $13,954+130.8% | $5,124+528.5% |