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 | $161,958 | $102,616+57.8% | $81,983+97.6% | $158,922+1.9% |
| Participation rate | 95.7% | 75.5%+20.1pp | 69.2%+26.4pp | 82.0%+13.7pp |
| Annual return | 12.76% | 61.04%-48.3pp | 41.31%-28.6pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,913 | $3,240-41.0% | $2,498-23.4% | $4,761-59.8% |
| Participant deferral / active EE | $7,598 | $4,648+63.5% | $3,722+104.1% | $5,982+27.0% |
| Admin fee / account holder | $19,502 | $8,235+136.8% | $5,664+244.3% | $11,246+73.4% |