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 | $115,251 | $91,190+26.4% | $178,490-35.4% | $79,858+44.3% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.3pp |
| Annual return | 13.35% | 24.19%-10.8pp | 151.07%-137.7pp | 31.71%-18.4pp |
| Employer contribution / active EE | $6,154 | $3,256+89.0% | $5,011+22.8% | $2,471+149.1% |
| Participant deferral / active EE | $1,824 | $3,236-43.6% | $5,202-64.9% | $3,740-51.2% |
| Admin fee / account holder | $5,656 | $6,751-16.2% | $13,984-59.6% | $5,306+6.6% |