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 | $162,901 | $105,859+53.9% | $90,160+80.7% | $147,584+10.4% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 15.02% | 37.63%-22.6pp | 34.88%-19.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $3,206 | $4,126-22.3% | $3,318-3.4% | $4,876-34.3% |
| Participant deferral / active EE | $9,227 | $5,733+60.9% | $5,288+74.5% | $5,439+69.7% |
| Admin fee / account holder | $56,579 | $8,046+603.2% | $5,943+852.0% | $10,885+419.8% |