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 | $167,970 | $118,680+41.5% | $98,907+69.8% | $158,922+5.7% |
| Participation rate | 93.3% | 77.8%+15.5pp | 76.0%+17.3pp | 82.0%+11.4pp |
| Annual return | 19.19% | 372.35%-353.2pp | 196.43%-177.2pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,426 | $3,333-57.2% | $2,689-47.0% | $4,761-70.0% |
| Participant deferral / active EE | $2,386 | $5,088-53.1% | $4,244-43.8% | $5,982-60.1% |
| Admin fee / account holder | $18,429 | $10,131+81.9% | $6,642+177.5% | $11,246+63.9% |