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 | $158,541 | $94,752+67.3% | $112,887+40.4% | $139,434+13.7% |
| Participation rate | 95.8% | 81.3%+14.6pp | 80.5%+15.3pp | 80.3%+15.5pp |
| Annual return | 15.60% | 40.88%-25.3pp | 34.10%-18.5pp | 372.94%-357.3pp |
| Employer contribution / active EE | $8,330 | $4,625+80.1% | $4,563+82.5% | $4,751+75.3% |
| Participant deferral / active EE | $8,088 | $6,512+24.2% | $6,513+24.2% | $6,710+20.5% |
| Admin fee / account holder | $16,099 | $8,527+88.8% | $7,047+128.4% | $11,403+41.2% |