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 | $157,041 | $51,576+204.5% | $129,207+21.5% | $80,856+94.2% |
| Participation rate | 95.1% | 57.0%+38.1pp | 69.6%+25.5pp | 67.6%+27.5pp |
| Annual return | 17.11% | 20.81%-3.7pp | 9417.33%-9400.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $5,192 | $1,584+227.8% | $4,153+25.0% | $2,755+88.5% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,168-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,956 | $4,305-31.3% | $7,715-61.7% | $6,918-57.3% |