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 | $166,072 | $77,899+113.2% | $149,673+11.0% | $75,163+120.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.58% | 31.72%-13.1pp | 134.42%-115.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $4,261 | $3,137+35.8% | $4,818-11.6% | $2,670+59.6% |
| Participant deferral / active EE | $4,118 | $3,411+20.7% | $5,680-27.5% | $4,125-0.2% |
| Admin fee / account holder | $716 | $5,956-88.0% | $13,210-94.6% | $5,651-87.3% |