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 | $169,847 | $67,606+151.2% | $82,313+106.3% | $70,131+142.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.67% | 21.57%-7.9pp | 25.88%-12.2pp | 73.14%-59.5pp |
| Employer contribution / active EE | $926 | $1,755-47.2% | $2,428-61.9% | $2,342-60.5% |
| Participant deferral / active EE | $4,836 | $2,987+61.9% | $3,706+30.5% | $3,332+45.1% |
| Admin fee / account holder | $458 | $4,512-89.9% | $5,608-91.8% | $4,645-90.2% |