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 | $160,740 | $89,753+79.1% | $107,525+49.5% | $84,808+89.5% |
| Participation rate | 73.4% | 68.1%+5.4pp | 75.1%-1.7pp | 68.3%+5.1pp |
| Annual return | 17.32% | 29.48%-12.2pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,786 | $3,113-42.6% | $3,754-52.4% | $2,631-32.1% |
| Participant deferral / active EE | $5,561 | $4,056+37.1% | $5,116+8.7% | $4,212+32.1% |
| Admin fee / account holder | $17,821 | $7,222+146.8% | $8,919+99.8% | $7,344+142.7% |