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 | $141,774 | $77,899+82.0% | $149,673-5.3% | $75,163+88.6% |
| Participation rate | 96.3% | 65.6%+30.7pp | 78.8%+17.5pp | 67.2%+29.1pp |
| Annual return | 18.84% | 31.72%-12.9pp | 134.42%-115.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,167 | $3,137-30.9% | $4,818-55.0% | $2,670-18.8% |
| Participant deferral / active EE | $4,551 | $3,411+33.4% | $5,680-19.9% | $4,125+10.3% |
| Admin fee / account holder | $1,709 | $5,956-71.3% | $13,210-87.1% | $5,651-69.8% |