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 | $137,585 | $65,561+109.9% | $86,188+59.6% | $75,163+83.0% |
| Participation rate | 86.8% | 60.5%+26.4pp | 69.0%+17.9pp | 67.2%+19.7pp |
| Annual return | 13.70% | 46.05%-32.4pp | 1168.45%-1154.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,014 | $1,553-34.7% | $2,380-57.4% | $2,670-62.0% |
| Participant deferral / active EE | $9,001 | $3,024+197.7% | $3,985+125.9% | $4,125+118.2% |
| Admin fee / account holder | $2,661 | $5,474-51.4% | $6,852-61.2% | $5,651-52.9% |