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 | $189,468 | $46,553+307.0% | $64,056+195.8% | $75,163+152.1% |
| Participation rate | 94.1% | 65.9%+28.2pp | 72.3%+21.8pp | 67.2%+26.9pp |
| Annual return | 18.65% | 26.03%-7.4pp | 33.69%-15.0pp | 160.62%-142.0pp |
| Employer contribution / active EE | $8,217 | $1,974+316.3% | $2,747+199.2% | $2,670+207.8% |
| Participant deferral / active EE | $8,082 | $2,837+184.9% | $3,880+108.3% | $4,125+95.9% |
| Admin fee / account holder | $818 | $2,952-72.3% | $3,068-73.3% | $5,651-85.5% |