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 | $165,956 | $73,933+124.5% | $96,683+71.7% | $75,163+120.8% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 15.91% | 26.70%-10.8pp | 35.69%-19.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $16,198 | $2,928+453.3% | $3,737+333.5% | $2,670+506.7% |
| Participant deferral / active EE | $3,161 | $3,659-13.6% | $4,878-35.2% | $4,125-23.4% |
| Admin fee / account holder | $41,884 | $5,216+703.0% | $6,730+522.4% | $5,651+641.2% |