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 | $156,329 | $93,571+67.1% | $135,903+15.0% | $75,163+108.0% |
| Participation rate | 94.6% | 75.2%+19.4pp | 81.9%+12.7pp | 67.2%+27.4pp |
| Annual return | 19.85% | 30.90%-11.1pp | 68.23%-48.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,666 | $3,537-52.9% | $4,856-65.7% | $2,670-37.6% |
| Participant deferral / active EE | $11,573 | $6,404+80.7% | $7,758+49.2% | $4,125+180.5% |
| Admin fee / account holder | $5,602 | $6,975-19.7% | $10,762-48.0% | $5,651-0.9% |