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 | $158,603 | $73,933+114.5% | $96,683+64.0% | $75,163+111.0% |
| Participation rate | 97.9% | 66.4%+31.5pp | 74.3%+23.5pp | 67.2%+30.7pp |
| Annual return | 17.01% | 26.70%-9.7pp | 35.69%-18.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $979 | $2,928-66.6% | $3,737-73.8% | $2,670-63.3% |
| Participant deferral / active EE | $13,346 | $3,659+264.8% | $4,878+173.6% | $4,125+223.5% |
| Admin fee / account holder | $23,014 | $5,216+341.2% | $6,730+242.0% | $5,651+307.3% |