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 | $156,890 | $89,355+75.6% | $141,162+11.1% | $72,985+115.0% |
| Participation rate | 94.4% | 75.1%+19.3pp | 82.5%+12.0pp | 69.5%+25.0pp |
| Annual return | 34.77% | 111.85%-77.1pp | 71.39%-36.6pp | 81.00%-46.2pp |
| Employer contribution / active EE | $1,167 | $3,114-62.5% | $4,735-75.4% | $2,440-52.2% |
| Participant deferral / active EE | $23,168 | $5,418+327.6% | $6,709+245.3% | $3,607+542.2% |
| Admin fee / account holder | $2,227 | $5,958-62.6% | $10,261-78.3% | $5,124-56.5% |