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 | $241,471 | $148,978+62.1% | $200,582+20.4% | $84,808+184.7% |
| Participation rate | 93.0% | 84.2%+8.8pp | 86.9%+6.1pp | 68.3%+24.7pp |
| Annual return | 14.74% | 28.16%-13.4pp | 42.33%-27.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,009 | $4,815-37.5% | $6,419-53.1% | $2,631+14.4% |
| Participant deferral / active EE | $7,767 | $7,142+8.8% | $9,331-16.8% | $4,212+84.4% |
| Admin fee / account holder | $37,560 | $13,977+168.7% | $16,305+130.4% | $7,344+411.5% |