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 | $155,931 | $73,933+110.9% | $96,683+61.3% | $75,163+107.5% |
| Participation rate | 87.1% | 66.4%+20.7pp | 74.3%+12.8pp | 67.2%+19.9pp |
| Annual return | 17.65% | 26.70%-9.1pp | 35.69%-18.0pp | 160.62%-143.0pp |
| Employer contribution / active EE | $3,471 | $2,928+18.5% | $3,737-7.1% | $2,670+30.0% |
| Participant deferral / active EE | $11,011 | $3,659+201.0% | $4,878+125.7% | $4,125+166.9% |
| Admin fee / account holder | $17,080 | $5,216+227.4% | $6,730+153.8% | $5,651+202.2% |