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 | $150,943 | $98,750+52.9% | $149,696+0.8% | $79,858+89.0% |
| Participation rate | 91.4% | 75.8%+15.7pp | 82.5%+9.0pp | 69.6%+21.8pp |
| Annual return | 16.66% | 27.43%-10.8pp | 276.60%-259.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,547 | $3,216-51.9% | $4,644-66.7% | $2,471-37.4% |
| Participant deferral / active EE | $6,132 | $5,680+7.9% | $6,842-10.4% | $3,740+63.9% |
| Admin fee / account holder | $8,096 | $6,053+33.8% | $9,309-13.0% | $5,306+52.6% |