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 | $141,326 | $78,705+79.6% | $117,854+19.9% | $70,131+101.5% |
| Participation rate | 92.9% | 73.2%+19.7pp | 79.7%+13.2pp | 69.5%+23.3pp |
| Annual return | 18.32% | 23.30%-5.0pp | 335.08%-316.8pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,849 | $2,223+28.2% | $3,786-24.7% | $2,342+21.6% |
| Participant deferral / active EE | $5,752 | $3,297+74.5% | $4,482+28.3% | $3,332+72.7% |
| Admin fee / account holder | $17,558 | $5,065+246.6% | $8,020+118.9% | $4,645+278.0% |