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 | $163,020 | $98,750+65.1% | $149,696+8.9% | $79,858+104.1% |
| Participation rate | 71.1% | 75.8%-4.7pp | 82.5%-11.4pp | 69.6%+1.4pp |
| Annual return | 18.48% | 27.43%-8.9pp | 276.60%-258.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $3,159 | $3,216-1.8% | $4,644-32.0% | $2,471+27.9% |
| Participant deferral / active EE | $8,391 | $5,680+47.7% | $6,842+22.6% | $3,740+124.4% |
| Admin fee / account holder | $1,116 | $6,053-81.6% | $9,309-88.0% | $5,306-79.0% |