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 | $167,828 | $79,944+109.9% | $98,439+70.5% | $75,163+123.3% |
| Participation rate | 94.6% | 70.4%+24.2pp | 75.2%+19.4pp | 67.2%+27.4pp |
| Annual return | 22.48% | 19.75%+2.7pp | 21.16%+1.3pp | 160.62%-138.1pp |
| Employer contribution / active EE | $16,088 | $2,264+610.7% | $3,048+427.8% | $2,670+502.6% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $9,846 | $6,840+43.9% | $8,948+10.0% | $5,651+74.2% |