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 | $160,581 | $57,281+180.3% | $86,612+85.4% | $75,163+113.6% |
| Participation rate | 75.0% | 63.2%+11.8pp | 71.7%+3.3pp | 67.2%+7.8pp |
| Annual return | 16.78% | 2670.75%-2654.0pp | 591.07%-574.3pp | 160.62%-143.8pp |
| Employer contribution / active EE | $5,381 | $2,314+132.5% | $3,022+78.0% | $2,670+101.6% |
| Participant deferral / active EE | $9,214 | $3,318+177.7% | $4,438+107.6% | $4,125+123.4% |
| Admin fee / account holder | $3,855 | $4,112-6.2% | $5,614-31.3% | $5,651-31.8% |