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 | $161,355 | $73,933+118.2% | $96,683+66.9% | $75,163+114.7% |
| Participation rate | 80.7% | 66.4%+14.3pp | 74.3%+6.4pp | 67.2%+13.5pp |
| Annual return | 13.71% | 26.70%-13.0pp | 35.69%-22.0pp | 160.62%-146.9pp |
| Employer contribution / active EE | $3,349 | $2,928+14.4% | $3,737-10.4% | $2,670+25.4% |
| Participant deferral / active EE | $8,582 | $3,659+134.6% | $4,878+75.9% | $4,125+108.0% |
| Admin fee / account holder | $2,543 | $5,216-51.3% | $6,730-62.2% | $5,651-55.0% |