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 | $181,755 | $65,365+178.1% | $92,893+95.7% | $72,985+149.0% |
| Participation rate | 89.7% | 68.3%+21.3pp | 76.0%+13.7pp | 69.5%+20.2pp |
| Annual return | 23.61% | 42.10%-18.5pp | 109.41%-85.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $832 | $2,594-67.9% | $3,653-77.2% | $2,440-65.9% |
| Participant deferral / active EE | $8,475 | $3,128+170.9% | $4,236+100.1% | $3,607+134.9% |
| Admin fee / account holder | $47,544 | $4,251+1018.3% | $5,794+720.6% | $5,124+827.8% |