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 | $120,705 | $98,750+22.2% | $149,696-19.4% | $79,858+51.1% |
| Participation rate | 84.1% | 75.8%+8.4pp | 82.5%+1.7pp | 69.6%+14.5pp |
| Annual return | 13.39% | 27.43%-14.0pp | 276.60%-263.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,752 | $3,216-45.5% | $4,644-62.3% | $2,471-29.1% |
| Participant deferral / active EE | $6,733 | $5,680+18.5% | $6,842-1.6% | $3,740+80.0% |
| Admin fee / account holder | $27,892 | $6,053+360.8% | $9,309+199.6% | $5,306+425.6% |