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 | $145,392 | $91,190+59.4% | $178,490-18.5% | $79,858+82.1% |
| Participation rate | 97.3% | 69.2%+28.1pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 16.76% | 24.19%-7.4pp | 151.07%-134.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $5,902 | $3,256+81.3% | $5,011+17.8% | $2,471+138.9% |
| Participant deferral / active EE | $3,948 | $3,236+22.0% | $5,202-24.1% | $3,740+5.6% |
| Admin fee / account holder | $2,724 | $6,751-59.7% | $13,984-80.5% | $5,306-48.7% |