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 | $157,893 | $52,279+202.0% | $89,391+76.6% | $79,858+97.7% |
| Participation rate | 93.5% | 57.5%+36.0pp | 68.0%+25.6pp | 69.6%+23.9pp |
| Annual return | 12.73% | 22.16%-9.4pp | 245.62%-232.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,177 | $1,572-25.1% | $2,586-54.5% | $2,471-52.4% |
| Participant deferral / active EE | $1,791 | $2,740-34.6% | $3,890-53.9% | $3,740-52.1% |
| Admin fee / account holder | $5,577 | $3,356+66.1% | $4,881+14.2% | $5,306+5.1% |