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 | $198,587 | $73,933+168.6% | $96,683+105.4% | $75,163+164.2% |
| Participation rate | 94.1% | 66.4%+27.7pp | 74.3%+19.8pp | 67.2%+26.9pp |
| Annual return | 16.66% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-144.0pp |
| Employer contribution / active EE | $15,806 | $2,928+439.9% | $3,737+323.0% | $2,670+492.0% |
| Participant deferral / active EE | $6,284 | $3,659+71.8% | $4,878+28.8% | $4,125+52.3% |
| Admin fee / account holder | $2,821 | $5,216-45.9% | $6,730-58.1% | $5,651-50.1% |