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 | $143,344 | $85,766+67.1% | $136,294+5.2% | $70,131+104.4% |
| Participation rate | 82.4% | 74.2%+8.2pp | 81.9%+0.4pp | 69.5%+12.8pp |
| Annual return | 17.09% | 31.45%-14.4pp | 5155.94%-5138.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,040 | $2,966-64.9% | $4,695-77.9% | $2,342-55.6% |
| Participant deferral / active EE | $6,855 | $5,051+35.7% | $6,247+9.7% | $3,332+105.8% |
| Admin fee / account holder | $14,850 | $5,420+174.0% | $9,243+60.7% | $4,645+219.7% |