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 | $151,334 | $156,846-3.5% | $121,098+25.0% | $139,434+8.5% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 14.03% | 1474.56%-1460.5pp | 985.75%-971.7pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,785 | $5,536-67.8% | $4,164-57.1% | $4,751-62.4% |
| Participant deferral / active EE | $4,135 | $4,844-14.6% | $4,080+1.4% | $6,710-38.4% |
| Admin fee / account holder | $899 | $6,946-87.1% | $5,644-84.1% | $11,403-92.1% |