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 | $180,257 | $91,552+96.9% | $133,956+34.6% | $79,858+125.7% |
| Participation rate | 86.7% | 73.3%+13.3pp | 79.8%+6.8pp | 69.6%+17.0pp |
| Annual return | 13.72% | 61.85%-48.1pp | 45.09%-31.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,341 | $2,384-43.7% | $3,919-65.8% | $2,471-45.7% |
| Participant deferral / active EE | $8,592 | $3,733+130.1% | $5,048+70.2% | $3,740+129.7% |
| Admin fee / account holder | $13,052 | $6,321+106.5% | $8,927+46.2% | $5,306+146.0% |