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 | $169,042 | $65,041+159.9% | $90,951+85.9% | $79,858+111.7% |
| Participation rate | 80.0% | 61.6%+18.4pp | 69.0%+11.0pp | 69.6%+10.4pp |
| Annual return | 16.38% | 30.45%-14.1pp | 134.60%-118.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,275 | $1,247+2.2% | $2,122-39.9% | $2,471-48.4% |
| Participant deferral / active EE | $4,990 | $2,512+98.7% | $3,373+47.9% | $3,740+33.4% |
| Admin fee / account holder | $864 | $4,536-80.9% | $5,959-85.5% | $5,306-83.7% |