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 | $140,000 | $81,460+71.9% | $103,333+35.5% | $80,856+73.1% |
| Participation rate | 88.9% | 66.8%+22.0pp | 74.5%+14.4pp | 67.6%+21.3pp |
| Annual return | 14.03% | 25.55%-11.5pp | 24.88%-10.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,982 | $3,105-36.2% | $3,868-48.8% | $2,755-28.1% |
| Participant deferral / active EE | $6,401 | $3,869+65.5% | $5,057+26.6% | $4,296+49.0% |
| Admin fee / account holder | $39,533 | $6,566+502.0% | $8,355+373.2% | $6,918+471.4% |