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 | $179,047 | $73,933+142.2% | $96,683+85.2% | $75,163+138.2% |
| Participation rate | 96.8% | 66.4%+30.4pp | 74.3%+22.4pp | 67.2%+29.6pp |
| Annual return | 16.77% | 26.70%-9.9pp | 35.69%-18.9pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,344 | $2,928-19.9% | $3,737-37.3% | $2,670-12.2% |
| Participant deferral / active EE | $3,096 | $3,659-15.4% | $4,878-36.5% | $4,125-24.9% |
| Admin fee / account holder | $29,648 | $5,216+468.4% | $6,730+340.6% | $5,651+424.7% |