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 | $159,347 | $86,286+84.7% | $111,297+43.2% | $85,850+85.6% |
| Participation rate | 97.4% | 73.3%+24.0pp | 77.3%+20.1pp | 69.3%+28.1pp |
| Annual return | 13.33% | 19.99%-6.7pp | 54.65%-41.3pp | 318.53%-305.2pp |
| Employer contribution / active EE | $702 | $2,043-65.7% | $2,731-74.3% | $2,565-72.6% |
| Participant deferral / active EE | $4,696 | $3,641+29.0% | $4,487+4.7% | $3,952+18.8% |
| Admin fee / account holder | $3,448 | $8,188-57.9% | $7,964-56.7% | $6,260-44.9% |