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 | $171,113 | $73,933+131.4% | $96,683+77.0% | $75,163+127.7% |
| Participation rate | 96.4% | 66.4%+30.0pp | 74.3%+22.1pp | 67.2%+29.2pp |
| Annual return | 23.89% | 26.70%-2.8pp | 35.69%-11.8pp | 160.62%-136.7pp |
| Employer contribution / active EE | $2,484 | $2,928-15.1% | $3,737-33.5% | $2,670-6.9% |
| Participant deferral / active EE | $8,576 | $3,659+134.4% | $4,878+75.8% | $4,125+107.9% |
| Admin fee / account holder | $2,801 | $5,216-46.3% | $6,730-58.4% | $5,651-50.4% |