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 | $165,786 | $46,553+256.1% | $64,056+158.8% | $75,163+120.6% |
| Participation rate | 79.4% | 65.9%+13.5pp | 72.3%+7.1pp | 67.2%+12.2pp |
| Annual return | 17.26% | 26.03%-8.8pp | 33.69%-16.4pp | 160.62%-143.4pp |
| Employer contribution / active EE | $7,503 | $1,974+280.1% | $2,747+173.2% | $2,670+181.0% |
| Participant deferral / active EE | $2,959 | $2,837+4.3% | $3,880-23.7% | $4,125-28.3% |
| Admin fee / account holder | $6,698 | $2,952+126.9% | $3,068+118.3% | $5,651+18.5% |