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 | $150,265 | $63,346+137.2% | $92,233+62.9% | $70,131+114.3% |
| Participation rate | 80.6% | 68.7%+11.9pp | 76.5%+4.1pp | 69.5%+11.1pp |
| Annual return | 21.48% | 530.12%-508.6pp | 176.28%-154.8pp | 73.14%-51.7pp |
| Employer contribution / active EE | $2,688 | $2,471+8.8% | $3,679-26.9% | $2,342+14.8% |
| Participant deferral / active EE | $8,919 | $2,854+212.5% | $3,897+128.9% | $3,332+167.7% |
| Admin fee / account holder | $614 | $3,840-84.0% | $5,194-88.2% | $4,645-86.8% |