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 | $147,905 | $83,477+77.2% | $125,175+18.2% | $72,985+102.7% |
| Participation rate | 92.0% | 73.3%+18.7pp | 79.8%+12.2pp | 69.5%+22.5pp |
| Annual return | 23.23% | 25.78%-2.5pp | 43.79%-20.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,445 | $2,345-38.4% | $3,865-62.6% | $2,440-40.8% |
| Participant deferral / active EE | $3,260 | $3,585-9.1% | $4,937-34.0% | $3,607-9.6% |
| Admin fee / account holder | $16,409 | $5,517+197.4% | $9,702+69.1% | $5,124+220.2% |