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 | $151,667 | $73,933+105.1% | $96,683+56.9% | $75,163+101.8% |
| Participation rate | 75.8% | 66.4%+9.3pp | 74.3%+1.4pp | 67.2%+8.6pp |
| Annual return | 14.29% | 26.70%-12.4pp | 35.69%-21.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,515 | $2,928-48.2% | $3,737-59.5% | $2,670-43.2% |
| Participant deferral / active EE | $10,161 | $3,659+177.7% | $4,878+108.3% | $4,125+146.3% |
| Admin fee / account holder | $10,706 | $5,216+105.2% | $6,730+59.1% | $5,651+89.5% |