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 | $175,089 | $98,750+77.3% | $149,696+17.0% | $79,858+119.3% |
| Participation rate | 91.4% | 75.8%+15.7pp | 82.5%+9.0pp | 69.6%+21.8pp |
| Annual return | 14.72% | 27.43%-12.7pp | 276.60%-261.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,516 | $3,216-21.8% | $4,644-45.8% | $2,471+1.8% |
| Participant deferral / active EE | $7,283 | $5,680+28.2% | $6,842+6.4% | $3,740+94.7% |
| Admin fee / account holder | $27,171 | $6,053+348.9% | $9,309+191.9% | $5,306+412.0% |