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 | $89,753+72.7% | $107,525+44.2% | $84,808+82.8% |
| Participation rate | 94.4% | 68.1%+26.4pp | 75.1%+19.4pp | 68.3%+26.1pp |
| Annual return | 14.87% | 29.48%-14.6pp | 181.32%-166.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,425 | $3,113-54.2% | $3,754-62.0% | $2,631-45.8% |
| Participant deferral / active EE | $3,463 | $4,056-14.6% | $5,116-32.3% | $4,212-17.8% |
| Admin fee / account holder | $12,668 | $7,222+75.4% | $8,919+42.0% | $7,344+72.5% |