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 | $169,099 | $93,571+80.7% | $135,903+24.4% | $75,163+125.0% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.9%+16.8pp | 67.2%+31.6pp |
| Annual return | 17.64% | 30.90%-13.3pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $4,048 | $3,537+14.4% | $4,856-16.7% | $2,670+51.6% |
| Participant deferral / active EE | $8,667 | $6,404+35.3% | $7,758+11.7% | $4,125+110.1% |
| Admin fee / account holder | $30,485 | $6,975+337.0% | $10,762+183.3% | $5,651+439.5% |