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 7-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 | $149,255 | $65,041+129.5% | $90,951+64.1% | $79,858+86.9% |
| Participation rate | 98.1% | 61.6%+36.5pp | 69.0%+29.1pp | 69.6%+28.4pp |
| Annual return | 28.45% | 30.45%-2.0pp | 134.60%-106.1pp | 31.71%-3.3pp |
| Employer contribution / active EE | $1,994 | $1,247+59.8% | $2,122-6.0% | $2,471-19.3% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,007 | $4,536-77.8% | $5,959-83.1% | $5,306-81.0% |