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 | $150,160 | $63,346+137.0% | $92,233+62.8% | $70,131+114.1% |
| Participation rate | 82.9% | 68.7%+14.2pp | 76.5%+6.4pp | 69.5%+13.3pp |
| Annual return | 15.66% | 530.12%-514.5pp | 176.28%-160.6pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,073 | $2,471-56.6% | $3,679-70.8% | $2,342-54.2% |
| Participant deferral / active EE | $1,814 | $2,854-36.4% | $3,897-53.5% | $3,332-45.6% |
| Admin fee / account holder | $19,134 | $3,840+398.3% | $5,194+268.4% | $4,645+311.9% |