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 | $136,756 | $65,041+110.3% | $90,951+50.4% | $79,858+71.2% |
| Participation rate | 92.3% | 61.6%+30.7pp | 69.0%+23.3pp | 69.6%+22.7pp |
| Annual return | 19.63% | 30.45%-10.8pp | 134.60%-115.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,154 | $1,247-7.5% | $2,122-45.6% | $2,471-53.3% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,994 | $4,536+54.2% | $5,959+17.4% | $5,306+31.8% |