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 | $158,805 | $73,933+114.8% | $96,683+64.3% | $75,163+111.3% |
| Participation rate | 90.8% | 66.4%+24.3pp | 74.3%+16.4pp | 67.2%+23.6pp |
| Annual return | 19.78% | 26.70%-6.9pp | 35.69%-15.9pp | 160.62%-140.8pp |
| Employer contribution / active EE | $18,905 | $2,928+545.7% | $3,737+405.9% | $2,670+608.1% |
| Participant deferral / active EE | $2,251 | $3,659-38.5% | $4,878-53.9% | $4,125-45.4% |
| Admin fee / account holder | $5,961 | $5,216+14.3% | $6,730-11.4% | $5,651+5.5% |