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 | $132,155 | $65,561+101.6% | $86,188+53.3% | $75,163+75.8% |
| Participation rate | 71.9% | 60.5%+11.4pp | 69.0%+2.9pp | 67.2%+4.7pp |
| Annual return | 21.56% | 46.05%-24.5pp | 1168.45%-1146.9pp | 160.62%-139.1pp |
| Employer contribution / active EE | $1,562 | $1,553+0.6% | $2,380-34.4% | $2,670-41.5% |
| Participant deferral / active EE | $3,089 | $3,024+2.2% | $3,985-22.5% | $4,125-25.1% |
| Admin fee / account holder | $15,770 | $5,474+188.1% | $6,852+130.2% | $5,651+179.1% |