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 | $160,605 | $93,571+71.6% | $135,903+18.2% | $75,163+113.7% |
| Participation rate | 94.1% | 75.2%+18.9pp | 81.9%+12.2pp | 67.2%+26.9pp |
| Annual return | 18.09% | 30.90%-12.8pp | 68.23%-50.1pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,546 | $3,537-28.0% | $4,856-47.6% | $2,670-4.6% |
| Participant deferral / active EE | $8,796 | $6,404+37.4% | $7,758+13.4% | $4,125+113.2% |
| Admin fee / account holder | $793 | $6,975-88.6% | $10,762-92.6% | $5,651-86.0% |