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 | $151,446 | $73,933+104.8% | $96,683+56.6% | $75,163+101.5% |
| Participation rate | 97.0% | 66.4%+30.5pp | 74.3%+22.6pp | 67.2%+29.8pp |
| Annual return | 13.18% | 26.70%-13.5pp | 35.69%-22.5pp | 160.62%-147.4pp |
| Employer contribution / active EE | $13,400 | $2,928+357.7% | $3,737+258.6% | $2,670+401.9% |
| Participant deferral / active EE | $3,127 | $3,659-14.5% | $4,878-35.9% | $4,125-24.2% |
| Admin fee / account holder | $3,452 | $5,216-33.8% | $6,730-48.7% | $5,651-38.9% |