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 | $143,283 | $84,233+70.1% | $170,442-15.9% | $70,131+104.3% |
| Participation rate | 87.1% | 70.8%+16.3pp | 83.6%+3.5pp | 69.5%+17.6pp |
| Annual return | 12.65% | 23.06%-10.4pp | 205.93%-193.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $1,716 | $3,387-49.3% | $5,433-68.4% | $2,342-26.7% |
| Participant deferral / active EE | $5,280 | $3,086+71.1% | $4,939+6.9% | $3,332+58.5% |
| Admin fee / account holder | $877 | $5,698-84.6% | $13,880-93.7% | $4,645-81.1% |