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 | $160,888 | $80,968+98.7% | $96,544+66.6% | $75,163+114.1% |
| Participation rate | 74.3% | 71.8%+2.5pp | 76.0%-1.7pp | 67.2%+7.1pp |
| Annual return | 14.07% | 27.06%-13.0pp | 25.84%-11.8pp | 160.62%-146.6pp |
| Employer contribution / active EE | $2,136 | $2,282-6.4% | $2,965-28.0% | $2,670-20.0% |
| Participant deferral / active EE | $5,788 | $3,928+47.3% | $4,851+19.3% | $4,125+40.3% |
| Admin fee / account holder | $33,559 | $6,724+399.1% | $8,252+306.7% | $5,651+493.9% |