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 | $161,339 | $54,705+194.9% | $71,209+126.6% | $84,808+90.2% |
| Participation rate | 75.4% | 64.1%+11.3pp | 73.8%+1.6pp | 68.3%+7.1pp |
| Annual return | 18.55% | 35.90%-17.3pp | 282.51%-264.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $3,536 | $2,158+63.9% | $2,721+30.0% | $2,631+34.4% |
| Participant deferral / active EE | $6,236 | $3,030+105.8% | $4,175+49.4% | $4,212+48.1% |
| Admin fee / account holder | $2,399 | $4,863-50.7% | $5,349-55.2% | $7,344-67.3% |