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 | $160,139 | $63,346+152.8% | $92,233+73.6% | $70,131+128.3% |
| Participation rate | 96.0% | 68.7%+27.3pp | 76.5%+19.5pp | 69.5%+26.5pp |
| Annual return | 15.72% | 530.12%-514.4pp | 176.28%-160.6pp | 73.14%-57.4pp |
| Employer contribution / active EE | $600 | $2,471-75.7% | $3,679-83.7% | $2,342-74.4% |
| Participant deferral / active EE | $1,257 | $2,854-56.0% | $3,897-67.7% | $3,332-62.3% |
| Admin fee / account holder | $14,713 | $3,840+283.1% | $5,194+183.3% | $4,645+216.7% |