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 | $142,783 | $91,190+56.6% | $178,490-20.0% | $79,858+78.8% |
| Participation rate | 96.7% | 69.2%+27.5pp | 81.9%+14.7pp | 69.6%+27.0pp |
| Annual return | 11.04% | 24.19%-13.1pp | 151.07%-140.0pp | 31.71%-20.7pp |
| Employer contribution / active EE | $4,669 | $3,256+43.4% | $5,011-6.8% | $2,471+89.0% |
| Participant deferral / active EE | $4,444 | $3,236+37.3% | $5,202-14.6% | $3,740+18.8% |
| Admin fee / account holder | $12,304 | $6,751+82.3% | $13,984-12.0% | $5,306+131.9% |