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 | $144,422 | $91,190+58.4% | $178,490-19.1% | $79,858+80.8% |
| Participation rate | 90.9% | 69.2%+21.7pp | 81.9%+9.0pp | 69.6%+21.3pp |
| Annual return | 17.83% | 24.19%-6.4pp | 151.07%-133.2pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,618 | $3,256-50.3% | $5,011-67.7% | $2,471-34.5% |
| Participant deferral / active EE | $5,746 | $3,236+77.6% | $5,202+10.5% | $3,740+53.6% |
| Admin fee / account holder | $17,120 | $6,751+153.6% | $13,984+22.4% | $5,306+222.6% |