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 | $156,062 | $65,365+138.8% | $92,893+68.0% | $72,985+113.8% |
| Participation rate | 77.1% | 68.3%+8.8pp | 76.0%+1.1pp | 69.5%+7.7pp |
| Annual return | 17.64% | 42.10%-24.5pp | 109.41%-91.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $2,552 | $2,594-1.6% | $3,653-30.1% | $2,440+4.6% |
| Participant deferral / active EE | $8,335 | $3,128+166.4% | $4,236+96.8% | $3,607+131.0% |
| Admin fee / account holder | $24,873 | $4,251+485.1% | $5,794+329.3% | $5,124+385.4% |