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 | $167,099 | $80,968+106.4% | $96,544+73.1% | $75,163+122.3% |
| Participation rate | 88.9% | 71.8%+17.1pp | 76.0%+12.9pp | 67.2%+21.7pp |
| Annual return | 15.58% | 27.06%-11.5pp | 25.84%-10.3pp | 160.62%-145.0pp |
| Employer contribution / active EE | $3,342 | $2,282+46.5% | $2,965+12.7% | $2,670+25.2% |
| Participant deferral / active EE | $8,736 | $3,928+122.4% | $4,851+80.1% | $4,125+111.8% |
| Admin fee / account holder | $66,525 | $6,724+889.3% | $8,252+706.1% | $5,651+1077.2% |