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 | $151,707 | $90,745+67.2% | $130,231+16.5% | $75,163+101.8% |
| Participation rate | 95.6% | 71.1%+24.5pp | 76.3%+19.3pp | 67.2%+28.4pp |
| Annual return | 16.16% | 34.45%-18.3pp | 38.77%-22.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $5,044 | $3,314+52.2% | $4,126+22.3% | $2,670+88.9% |
| Participant deferral / active EE | $3,761 | $5,362-29.9% | $6,799-44.7% | $4,125-8.8% |
| Admin fee / account holder | $16,149 | $6,331+155.1% | $6,020+168.3% | $5,651+185.8% |