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 | $146,304 | $89,753+63.0% | $107,525+36.1% | $84,808+72.5% |
| Participation rate | 98.6% | 68.1%+30.6pp | 75.1%+23.6pp | 68.3%+30.3pp |
| Annual return | 18.51% | 29.48%-11.0pp | 181.32%-162.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,487 | $3,113-20.1% | $3,754-33.7% | $2,631-5.5% |
| Participant deferral / active EE | $6,416 | $4,056+58.2% | $5,116+25.4% | $4,212+52.3% |
| Admin fee / account holder | $4,973 | $7,222-31.1% | $8,919-44.2% | $7,344-32.3% |