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 | $156,823 | $80,968+93.7% | $96,544+62.4% | $75,163+108.6% |
| Participation rate | 95.7% | 71.8%+24.0pp | 76.0%+19.8pp | 67.2%+28.6pp |
| Annual return | 16.53% | 27.06%-10.5pp | 25.84%-9.3pp | 160.62%-144.1pp |
| Employer contribution / active EE | $5,789 | $2,282+153.7% | $2,965+95.2% | $2,670+116.8% |
| Participant deferral / active EE | $4,065 | $3,928+3.5% | $4,851-16.2% | $4,125-1.5% |
| Admin fee / account holder | $1,952 | $6,724-71.0% | $8,252-76.3% | $5,651-65.5% |