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 | $160,313 | $77,634+106.5% | $156,549+2.4% | $62,891+154.9% |
| Participation rate | 98.4% | 71.2%+27.2pp | 84.0%+14.4pp | 69.3%+29.1pp |
| Annual return | 7.17% | 50.32%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,461 | $3,045+177.8% | $4,871+73.7% | $3,203+164.1% |
| Admin fee / account holder | $1,493 | $5,561-73.2% | $13,027-88.5% | $4,296-65.3% |