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 | $155,037 | $88,672+74.8% | $105,223+47.3% | $82,448+88.0% |
| Participation rate | 94.4% | 67.9%+26.5pp | 75.0%+19.4pp | 68.1%+26.4pp |
| Annual return | 14.87% | 30.86%-16.0pp | 180.65%-165.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,425 | $3,048-53.2% | $3,689-61.4% | $2,551-44.1% |
| Participant deferral / active EE | $3,463 | $4,036-14.2% | $5,072-31.7% | $4,139-16.3% |
| Admin fee / account holder | $12,668 | $7,146+77.3% | $8,859+43.0% | $7,234+75.1% |