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 | $165,203 | $90,745+82.1% | $130,231+26.9% | $75,163+119.8% |
| Participation rate | 77.8% | 71.1%+6.7pp | 76.3%+1.5pp | 67.2%+10.6pp |
| Annual return | 17.64% | 34.45%-16.8pp | 38.77%-21.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,472 | $3,314-55.6% | $4,126-64.3% | $2,670-44.9% |
| Participant deferral / active EE | $9,032 | $5,362+68.4% | $6,799+32.9% | $4,125+119.0% |
| Admin fee / account holder | $31,929 | $6,331+404.3% | $6,020+430.4% | $5,651+465.0% |