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 | $158,832 | $73,933+114.8% | $96,683+64.3% | $75,163+111.3% |
| Participation rate | 85.1% | 66.4%+18.7pp | 74.3%+10.8pp | 67.2%+17.9pp |
| Annual return | 24.06% | 26.70%-2.6pp | 35.69%-11.6pp | 160.62%-136.6pp |
| Employer contribution / active EE | $2,970 | $2,928+1.4% | $3,737-20.5% | $2,670+11.2% |
| Participant deferral / active EE | $8,815 | $3,659+140.9% | $4,878+80.7% | $4,125+113.7% |
| Admin fee / account holder | $2,092 | $5,216-59.9% | $6,730-68.9% | $5,651-63.0% |