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 | $139,330 | $102,966+35.3% | $90,281+54.3% | $152,861-8.9% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 17.07% | 95.16%-78.1pp | 78.10%-61.0pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,823 | $3,139-41.9% | $2,854-36.1% | $4,762-61.7% |
| Participant deferral / active EE | $3,948 | $4,281-7.8% | $3,885+1.6% | $5,850-32.5% |
| Admin fee / account holder | $447 | $6,171-92.8% | $5,351-91.6% | $11,596-96.1% |