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 | $156,131 | $73,933+111.2% | $96,683+61.5% | $75,163+107.7% |
| Participation rate | 84.8% | 66.4%+18.4pp | 74.3%+10.5pp | 67.2%+17.7pp |
| Annual return | 18.48% | 26.70%-8.2pp | 35.69%-17.2pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,338 | $2,928-54.3% | $3,737-64.2% | $2,670-49.9% |
| Participant deferral / active EE | $7,996 | $3,659+118.5% | $4,878+63.9% | $4,125+93.8% |
| Admin fee / account holder | $3,105 | $5,216-40.5% | $6,730-53.9% | $5,651-45.1% |