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 | $168,624 | $65,395+157.9% | $182,532-7.6% | $72,985+131.0% |
| Participation rate | 96.2% | 65.4%+30.7pp | 78.0%+18.2pp | 69.5%+26.7pp |
| Annual return | 22.55% | 27.68%-5.1pp | 148.54%-126.0pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,171 | $1,911-38.7% | $4,076-71.3% | $2,440-52.0% |
| Participant deferral / active EE | $7,052 | $3,563+97.9% | $5,524+27.7% | $3,607+95.5% |
| Admin fee / account holder | $32,507 | $4,245+665.8% | $8,592+278.3% | $5,124+534.4% |