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 6-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 | $141,776 | $49,922+184.0% | $80,569+76.0% | $75,163+88.6% |
| Participation rate | 96.4% | 55.3%+41.1pp | 67.0%+29.4pp | 67.2%+29.2pp |
| Annual return | 18.99% | 34.69%-15.7pp | 935.43%-916.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,815 | $1,698+6.9% | $2,723-33.4% | $2,670-32.0% |
| Participant deferral / active EE | $4,102 | $2,990+37.2% | $4,447-7.8% | $4,125-0.6% |
| Admin fee / account holder | $2,853 | $3,577-20.3% | $5,377-47.0% | $5,651-49.5% |