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 | $144,999 | $87,733+65.3% | $106,548+36.1% | $85,850+68.9% |
| Participation rate | 91.9% | 71.9%+20.0pp | 76.1%+15.8pp | 69.3%+22.6pp |
| Annual return | 14.29% | 21.86%-7.6pp | 26.80%-12.5pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,787 | $2,073-13.8% | $2,819-36.6% | $2,565-30.3% |
| Participant deferral / active EE | $2,883 | $3,469-16.9% | $4,398-34.4% | $3,952-27.0% |
| Admin fee / account holder | $15,046 | $6,767+122.3% | $7,407+103.1% | $6,260+140.4% |