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 | $96,333 | $56,317+71.1% | $71,209+35.3% | $74,304+29.6% |
| Participation rate | 81.8% | 55.1%+26.7pp | 73.8%+8.1pp | 60.3%+21.5pp |
| Annual return | 24.25% | 42.83%-18.6pp | 282.51%-258.3pp | 29.43%-5.2pp |
| Employer contribution / active EE | $1,326 | $2,160-38.6% | $2,721-51.3% | $2,241-40.8% |
| Participant deferral / active EE | $4,052 | $2,788+45.3% | $4,175-3.0% | $3,767+7.6% |
| Admin fee / account holder | $15,088 | $2,290+559.0% | $5,349+182.1% | $2,969+408.2% |