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 | $168,121 | $101,069+66.3% | $81,478+106.3% | $147,584+13.9% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 18.79% | 32.40%-13.6pp | 38.78%-20.0pp | 578.55%-559.8pp |
| Employer contribution / active EE | $16,570 | $3,205+417.0% | $2,568+545.3% | $4,876+239.8% |
| Participant deferral / active EE | $7,469 | $4,242+76.1% | $3,537+111.2% | $5,439+37.3% |
| Admin fee / account holder | $1,081 | $5,812-81.4% | $4,561-76.3% | $10,885-90.1% |