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 | $158,541 | $78,672+101.5% | $109,143+45.3% | $85,850+84.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.57% | 25.09%-13.5pp | 25.75%-14.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $3,025 | $2,735+10.6% | $3,722-18.7% | $2,565+17.9% |
| Participant deferral / active EE | $3,415 | $3,467-1.5% | $4,653-26.6% | $3,952-13.6% |
| Admin fee / account holder | $10,210 | $5,469+86.7% | $6,752+51.2% | $6,260+63.1% |