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 | $170,173 | $81,460+108.9% | $103,333+64.7% | $80,856+110.5% |
| Participation rate | 91.5% | 66.8%+24.6pp | 74.5%+17.0pp | 67.6%+23.9pp |
| Annual return | 13.32% | 25.55%-12.2pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,935 | $3,105-5.5% | $3,868-24.1% | $2,755+6.5% |
| Participant deferral / active EE | $10,262 | $3,869+165.3% | $5,057+102.9% | $4,296+138.9% |
| Admin fee / account holder | $66,591 | $6,566+914.1% | $8,355+697.0% | $6,918+862.6% |