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 | $118,364 | $71,050+66.6% | $93,606+26.4% | $80,856+46.4% |
| Participation rate | 75.9% | 60.4%+15.5pp | 68.7%+7.1pp | 67.6%+8.2pp |
| Annual return | 15.41% | 11.26%+4.2pp | 133.20%-117.8pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,012 | $1,564-35.3% | $2,420-58.2% | $2,755-63.3% |
| Participant deferral / active EE | $2,159 | $4,034-46.5% | $4,411-51.1% | $4,296-49.8% |
| Admin fee / account holder | $47,018 | $6,945+577.0% | $8,285+467.5% | $6,918+579.6% |