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 | $160,656 | $98,750+62.7% | $149,696+7.3% | $79,858+101.2% |
| Participation rate | 87.2% | 75.8%+11.5pp | 82.5%+4.8pp | 69.6%+17.6pp |
| Annual return | 17.25% | 27.43%-10.2pp | 276.60%-259.3pp | 31.71%-14.5pp |
| Employer contribution / active EE | $748 | $3,216-76.7% | $4,644-83.9% | $2,471-69.7% |
| Participant deferral / active EE | $4,035 | $5,680-29.0% | $6,842-41.0% | $3,740+7.9% |
| Admin fee / account holder | $1,373 | $6,053-77.3% | $9,309-85.2% | $5,306-74.1% |