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 | $156,622 | $68,346+129.2% | $94,646+65.5% | $75,163+108.4% |
| Participation rate | 97.2% | 76.1%+21.1pp | 80.8%+16.4pp | 67.2%+30.0pp |
| Annual return | 24.95% | 616.93%-592.0pp | 156.71%-131.8pp | 160.62%-135.7pp |
| Employer contribution / active EE | $833 | $2,701-69.1% | $3,672-77.3% | $2,670-68.8% |
| Participant deferral / active EE | $11,376 | $6,537+74.0% | $7,418+53.4% | $4,125+175.8% |
| Admin fee / account holder | $2,657 | $5,326-50.1% | $7,231-63.2% | $5,651-53.0% |